My Documents

Introduction: Community and support are vital elements of your HRAdocs experience. This article explores how to connect with the HRAdocs community, engage in discussions, and access various support channels to enhance your overall journey.

Creating Single-signer documents: Navigate to the Documents section, and click new. Choose "Someone else" for your document. Next, choose whether you would like to upload a new document or use a pre-made template. After that. drag and drop the desired form fields to the desired destinations. Next, select the signers and then fill out your portion of the document. Add Signers with their names and email addresses. Click send and distribute to all signers.

Creating Multi-signer documents: Navigate to the Documents section, and click new. Choose single signer for your document. Next, choose whether you would like to upload a new document or use a pre-made template. After that. drag and drop the desired form fields to the desired destinations. Next, select the signers and then fill out your portion of the document

Searching for a Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use.

Edit the viewers of a Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use.

5. Under notes, click the dropdown tab.

6. Select the viewer permissions you would like.

7. Toggle whether or not you would like to notify the assignee via the check box below.

Adding a note for signers:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use.

5. On the right hand side, you will see 3 Icons.

6. Click the Icon that resembles a document. Here you will see the document details.

Viewing Document Details:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use by clicking "Manage".

5. On the right hand side, you will see 3 Icons.

6. Click the Icon that resembles a document. Here you will see the document details.

Viewing and Adding Attachments:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use by clicking "Manage".

5. On the right hand side, you will see 3 Icons

6. Click the Icon that resembles a paper Clip.

7. Click 'Choose File".

8. Add your chosen file.

View Document as PDF:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the Icon that says "PDF"

6. The Document will open up in a new window, in PDF format.

Download Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the button with with the downward pointing arrow.

6. You can now download the document to a folder of your choice.

Locking a Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the purple Icon, with 3 white dots. A drop down list will appear.

6. Click on "Lock" to prevent any further changes to this document being made.

View Document Statuses:
1. Navigate to my documents from the main dashboard.

2. At the top of the page, you see the status for each document assigned to yourself. The categories are as follows:

a. Open Documents

b. Assigned to me

c. New in the past 7 days

d. Not Updated in the past 7 days

Archiving a Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the purple Icon, with 3 white dots. A drop down list will appear.

6. Click "Archive" to archive your selected Document

Renaming a Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the purple Icon, with 3 white dots. A drop down list will appear.

6. Click "Rename". A window will appear on the right hand side of the screen with a text field.

7. Write the new name of your document and click "save".

Editing an Existing Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the purple Icon, with 3 white dots. A drop down list will appear.

6. Click "Edit". Here you can edit each field of the document.

7. Click "Save".

Delete a Document:
1. Navigate to my documents from the main dashboard.

2. Navigate to the search bar.

3. Type in a keyword to the Document.

4. Select the Document you would like to use and click "manage".

5. At the top, you will see 3 Icons. Click the purple Icon, with 3 white dots. A drop down list will appear.

6. Click "Trash" to delete this document.

Filtering Documents:
1. Navigate to my documents from the main dashboard.

2. On the upper right, parallel with the search bar, you will see a button with 3 lines.

3. Click this button to view and edit the filter fields, and then click "Apply".

Editing Rows:
1. Navigate to my documents from the main dashboard.

2. On the upper right, parallel with the search bar, you will see a button with a gear Icon. Click this icon to view the row fields.

3. Select the desired row fields, and at the bottom click "Save".

Edit the number of Documents to be Used:
1. Navigate to my documents from the main dashboard.

2. On the upper right, parallel with the search bar, you will see a drop down that reads by default "10 per page".

3. Click the drop down and then selct the desired number of rows to be viewed and click "Apply".