Documents
Guides on how to automate the management of your contracts, policies and procedures
MG
ByMatthew and Graham
7 articles
Dynamic document template field types
Explore all the available types and configurations of dynamic document fields
Dynamic document preparation tips
Some tips on formatting dynamic document templates to ensure the best experience for your people
Creating a dynamic document template
Turn your document templates into personalised documents or document forms for each of your employees using text, date and digital signature inputs
Updating a dynamic document template
A quick guide on how to update your existing document templates
Creating a static document template
Create static document templates to distribute to multiple employees now and into the future - perfect for policies, job descriptions and more.
Uploading an existing document
How to upload and share existing documents
Document template audit trail
Who in the business is compliant or has access to particular types of documentation