Documents tab features
Use the Documents tab to upload, assign, track, and manage documents for your active team members.
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- Assign a specific signerAssign a specific signer in Workstream by editing the document, updating signer fields, and saving the template for accurate workflows.
- Upload team documentsUse this option when you need a document available for multiple team members.
- Create and manage document typesUse document types to organize files and quickly find the right templates.
- Assign documents to team membersOnce a document is uploaded, you can assign it to individuals or groups. On HRIS V2, documents follow location access so only in-scope users and team members are eligible.
- Manually add documents to a team member’s profileManually add uploads a file directly to one team member’s profile.
- Track and manage documentsAfter you assign a document, track its signing progress, send reminders, and share signing links from one list.
- Cancel assigned documentsIf a document assignment is no longer needed, you can cancel it.
- Archive team documentsIf a team member document has been completed incorrectly, you can archive it.