Use your PDF documents and turn them into reusable templates with our document template feature. Capture acknowledgements and keep an audit log of who has acknowledged documents and when.
Before you get started
If you require any personalised input fields on your document (like signatures, names, dates etc) you will need to create a dynamic document template.
1) Preparing your document
Ensure your file is a PDF, with the following standards in place;
2) Uploading your template
Document Templates can be found under Settings > Templates > Add Template.
Click Save when you are done.
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.