The Onboarding Documents tab provides a centralized location for all your onboarding materials.
You can upload new documents, update existing ones, and even reuse the same documents for different onboarding processes.
đ You need the "Add and configure company documents" permission to access this feature. If you don't have access, reach out to your Super Admin.
The Onboarding Documents tab. To get here, go to Team View âş Team Management âş Onboarding âş Onboarding Documents. In Admin View, Onboarding Documents sits next to Onboarding Processes under Team Management âş Onboarding.
Upload onboarding documents
Here are two ways to upload onboarding documents.
Through the Onboarding Documents tab
Select Upload document.
In the Upload file step, drag in a file or select Or select files to add one from your computer, then enter a Document name.
In the Add signers step, choose who signs the document.
Select Prepare document, then set up the document for signing.
Through adding an onboarding module
Switch to admin view, then go to Onboarding Processes.
Select the Action menu next to the onboarding process, then Edit process.
Select ⨠Add module, scroll to Others, then check Sign Onboarding Documents.
Select Continue, then Upload document.
đĄ Want your onboarding documents signed in a specific order? Learn how in Set a sequential signing order for onboarding documents.
Make changes or download company documents
â ď¸ Deleting a document from the "Onboarding documents" tab also deletes it from the "Documents" tab.
Go to Team View, then Team Management âş Onboarding âş Onboarding Documents.
Select the three-dot menu â˘â˘â˘ next to the document.
Select View and download, Edit, Archive, or Delete. Archived documents show Unarchive instead.
Guided Demo