Managing Signed Forms and Documents
  • 27 Feb 2024
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Managing Signed Forms and Documents

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Article Summary

Abstract

You can view, print, upload/download forms and documents the hire signed and submitted as part of the new-hire packet.

  1. Access a hire profile page, and select the Documents menu link.

  2. On the Documents page, view each signed form/document. For each form/document, there is a Form/Document Title, Date, Completed By, and Related Tasks column heading.

  3. To sort the forms/documents, select any column heading. A pointer displays by the column heading, indicating it is controlling the sort.

  4. To view a form/document, either select its file name, or select the pointer by the file name and select View Document.

  5. To print a form/document, select the pointer by the file name and select Print Document.

  6. To download a form/document, select the pointer by the file name and select Download Document.

  7. To upload a new form/document, select the Add Document button, and from the resulting menu, select Upload a New File.

  8. To download a new hire packet, either select the New Hire Packet link, or select the pointer by it and from the resulting menu select Download Hire Packet (PDF).

  9. To print a new hire packet, select the pointer by the New Hire Packet link and from the resulting menu select Print Hire Packet (PDF).

    Table 22. Documents Fields

    Field

    Description

    Form/Document Title

    Form/document file name.

    Date

    Date the form/document was signed/submitted.

    Completed By

    Form/document owner: Last Name, First Name.

    Related Task

    Task related to a form/document. This information includes: Task Title, Owner, and Status.

    File Name Link

    When selected, the file opens.

    File Name Pointer

    When selected, a menu displays that contains: View Document, Print Document, and Download Document.

    New Hire Packet File Name Pointer

    When selected, a menu displays that contains: Print Hire Packet (PDF), and Download Hire Packet (PDF).

    You can sort by selecting the Form/Document Title, Date, Completed By, or Related Task column headings. When selected, a pointer displays by the column heading, indicating it is controlling the sort.