How to request documents from user

Request document from new employee going through the onboarding process

User with the administrator or member role will be needed to be added in Onboard and used when following instructions

Click Manage > Admin from the Onboard welcome screen

From left menu select Admin > Template Management > Select template you wish to edit

Click Uploads > Fill in the field what you wish to request from the joiner > Click Add Item

This will add the item under Saved Upload items

If you wish to remove an item click the X next to the item

Products