Files - Operations

Files - Operations

Overview

Operations in files is an administrator space where they can add and manage Organizational Files, Employee Files, HR Forms and Templates, and Folders. Additionally, administrators can send files for E-Sign through integration with E-Sign platforms, can set up signature templates, and view signature reports.

What can you do in Files - Operations?

You can add and manage:
  1. Organizational Files
  2. Employee Files
  3. HR Forms and Templates
  4. E-Sign Documents
  5. Folders
For E-Sign integrations:
  1. E-Sign Application Integration
For sending files for E-Sign and setting up signature templates:
  1. Sending a document for e-signing
  2. E-Signature Templates
  3. Sending E-sign Documents from a Form
  4. Status of the E-Sign Documents