Manage Documents on Desktop
Manage Documents is a great place to store information for your Users.
Items like contracts, non-compete agreements, copy of driver's license would be some examples.
To add a document, Click the Manage Docs button and add or scan a document.
To view any documents added to the user Click Manage Docs and click View.
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To change or add Manage Document Categories go to File-List Management-> Manage Document Categories
or use the following link Manage Document Categories
Docs on Portal
Documents is a great place to store information for your Users.
Items like contracts, non-compete agreements, copy of drivers license would be some examples.
To add a document, Click the Add or Take (Photo)
