Team Management
Help with system preferences.
17 articles
Track and reverify expired Form I-9 documents
Archive team documents
Assign a specific signer
Assign documents to team members
Cancel assigned documents
Create and manage document types
Manually add documents to a team member’s profile
Track and manage documents
Upload team documents
Export team member data
Add new team members
Understand the team member profile
Use filters on the Team tab
Create and manage surveys
Create surveys
Learn how survey scoring works
Review survey results