Edition: Professional, Business, Enterprise
User-level: Director and System Administrators
Create a staff document by:
Organisation menu > Staff
Open the staff member you want to create documents for
Select the staff menu > Personal > Documents
Select the create in the top right > Staff Document.
In the overlay menu, enter the following information
Select which document template to use
Select the folder that the file will be saved to.
Enter the document name
Click create.
Tips:
Document templates are configured by the System Administrator.