Your old documents will remain on the old technology and work the same as before. All new documents that you add to GoCo will use the new Magic Documents experience.
Now that you have the tools to build your own documents, GoCo will no longer be completing them on your behalf. If you ever run into an issue with formatting or have general questions, we are definitely available to assist with that. Just email firstname.lastname@example.org!
Yes, but now it's better! Employees will no longer see a box on the right hand side for them to fill in their signature or custom fields. Instead, they will sign the document just like they would in real life, by signing directly in the document.
Depending on the template you upload, you will be brought to one of two build experiences. Here are the main differences:
The PDF experience is designed for documents you would typically consider forms, agreements, or policy acknowledgements - documents that have checkboxes, dropdowns, multiple choice, etc. When building a PDF, you can drag and drop fields into your document.
The Word experience is designed for documents that are typically more free-flowing, like offer letters or contracts. When building a Word document, you can type right into the document and embed text fields into existing paragraphs.
If the builder you are using is not working for your specific document, try converting it to the other version (PDF or Word) and re-uploading.
You can only send documents to employees that are in GoCo as of today.
The document type will define how employees receive and sign the document. When uploading a document GoCo helps describe these categories:
Please note, Complete HR includes only 2 Magic Templates. Additional templates require you to upgrade to Premium HR.
Any full access admin or limited access admin with the Manage Company Settings permission can send and create magic documents.
You can edit permissions in Company Permissions: