Documents tab features
Use the Documents tab to upload, assign, track, and manage documents for your active team members.
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- Set a signing order for signer groupsDocuments & Signatures — Control the order in which signer groups sign a document, so one group can't sign before another.
- 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 document templateUse 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 member documentsIf a team member document has been completed incorrectly, you can archive it.
- Archiving or Deleting documents from the Documents tabUse this option when you need to archive or delete a document template.
- Duplicate a team document templateUse this option when you need to quickly copy a document available for multiple team members.