Documents & E-Signatures

Documents management

• About Documents
• About Documents in bulk
• How to use custom fields in Documents
• How to send payslips in bulk
• How to check my payslips
• About the Documents setting page
• FAQ about Documents management
• How to Manage File Visibility in Your Organization
See all

Reports & analytics

• About Insights
• About the Advanced Reports dashboard
• How to use the widget library
• How to use the widget builder
• How to use the SQL editor
• How to use AI in Advanced Reports
• Common errors in Advanced Reports and solutions
• FAQ about Reports & Analytics
• How to share widgets
See all

E-signature

• How to create an E-signature
• Why can't I introduce the E-signature on my document?
• About the E-signature
• How to ask for E-signature
• FAQ about E-signature
• How can I send Signature Reminders?
See all

Document templates

• About Document templates
• About fillable PDF’s
• About variables
• FAQ about Templates & variables
• How permissions to use document template work
• How to send document templates
• How to store document templates
• How to preview a document template with employee’s data
• How to create a document template
See all