Document Center

Document Explorer Overview

Overview of the Document Explorer

The Manage Document Center Privilege is required to access the Document Center.

 

The Document Explorer is located within Document Center and is used to store and send company documents to Employees for Review & E-Signature. Continue reading to learn more.

 

Navigation

 

1. Select EasyHR from the Product Menu

 

Image from Gyazo

 

2. Click Document Center in the Left Nav to expand the options and select Document Explorer

 

Overview

 

Company Documents Folder

  • Add company documents to simply store and organize, or share with employees.

See: How to Add Company Documents

   

Templates Folder

  • Templates are used to send Document Requests to employees.
  • Can use eSignGenie to send forms that are prefilled and require an e-Signature.

See: How to Add Templates