Before you get started
It's likely you have done this already, but worth noting before you can start firing off documents you will need to create a few document templates.
Getting Started
There are two places you can assign someone a document, from the main Documents section (left hand navigation) or from someones profile in the People Directory (Documents Tab)
Assigning a Document
Click Add Document and select the document you would like to assign.
Depending the setup of the template you may also be asked to enter some dynamic fields.
Please note if you choose to Assign Immediately the Person you are uploading this document to will have access to view and download the file.
Once complete click Add
Information entered into a document does not provision anywhere else within Worknice or integrated apps.
You're all done!
If you have any questions please reach out to our support team at help@worknice.com or through the help section within Worknice.