Documents
Everything from our Magic Doc functionality to document folders.
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Document Folders
Creating & Managing Documents
- How do I create and use Magic Documents?
- How to create and insert Document Fields in Magic Docs
- How do I send a Document to my employees?
- How do I set Document Expiration Dates?
- Customizing your Document Workflows
- How do I archive or delete Documents as a Full Access Administrator?
- How to set up and assign Documents to Collect
- Can I hide a Document from an employee on their profile?
- How do I send a performance review document to my direct report?
- How to send Reminders for Documents
- How to Duplicate Documents within and across Companies!
- How can I upload existing or offline documents to an employee's profile?