How to View My Documents

How to view Documents as an employee in My Portal

The My Documents Privilege must be enabled for employees to have access to My Documents.

The Documents tab must be enabled for employees to view Documents.

See: How to Add Documents to the Profile Designer

1. Log in to your Workeasy Software account.

2. Click My Portal to expand the options and select Profile.

3. Click Documents

Here employees have access to Shared Documents and Employee Documents that have been assigned to them. Employees can also view and respond to pending document requests.