Manage Documents

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.

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)