Team Management
Help with system preferences.
18 articles
- Track and reverify expired Form I-9 documents
- Archive team member 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 document template
- 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
- Set a signing order for signer groups