Workstream allows all your existing signing documents to be migrated into a single place called the company documents library. Upload new or edit existing documents and store them for future use. With this feature integrated, you can easily add or change your onboarding processes as the library allows you to use the same documents across the board.
To add/edit documents from your company documents library, follow the steps below:
STEP 1: From your Workstream dashboard, go to Onboarding.
STEP 2: On the Onboarding panel, go to Company documents.
STEP 3: Select based on what you need to do.
a. Select Upload document should you wish to upload a new one. Upload your document, enter a document name, select who signs the document, and follow the steps here to prepare your document.
b. To edit an existing document, select one from the existing documents. Click the edit (pen and paper) icon. Edit the document name, select who signs the document, and select Prepare document.
To use your company documents library, follow the steps below:
STEP 1: On the Onboarding panel, go to Processes.
STEP 2: Select from existing processes where you need to add the documents. You can also create a new process.
STEP 3: Go to the Actions column.
STEP 4: Select the arrow down button and choose Edit process.
STEP 5: Select Add module.
STEP 6: Scroll down to Others, then select Sign Company Documents. Continue.
STEP 7: Select which company documents you intend to include. You can also upload a new document. Continue.
STEP 8: Review your process, then Save.
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at email@example.com