The "Documents" tab allows you to request documents from your employees.
1- Request a document via the "Documents" tab
To make a request:
Click on the "Documents" tab situated in the menu on the left
Click on "Document requests"
Click on "Create"
1.1 Choose your audience
1.2 Configure the document request
1.3 Decide if you want to activate auto-classification
And there you go! The last step is creating the document.
To send signature requests via "Shared documents", please refer to this article.
To create document templates, please refer to this article.
To create or modify the folder structure, please refer to this article.
To add or download a document in "Shared documents", please refer to this article.