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Let us assist you along the way, with step by step how-to guides. Please select from the literature below, and feel free to contact us if you are in need of additional info.
A list of Business Form templates that can be downloaded from here, and then used inside of the HRAdocs Platform.
A. Accessing Documents
1. Navigate to the Documents tile on the main dashboard or click the Documents tab on the left navigation bar.
2. Click New at the top of the page to start a new document.
B. Single Signer (Only You)
1. Choose Only Me when prompted.
2. Upload your document or select a template.
3. Drag and drop fields and add your signature where needed.
4. Click Send.
The system will automatically prompt you to sign the document.
Once completed, you can review the document on the Documents dashboard.
C. Multiple Signers
1. Choose Someone Else.
2. Upload your document or select a template.
3. After loading your document, you will be prompted to select signers:
Add as many signers as needed.
4. Name each signer and assign their email address (which serves as their user ID).
Each signer is color-coded for easy identification.Drag and drop fields corresponding to each signer.
5. When finished, click Send.
All signers will receive the document together or separately based on your selection.
6. Monitor the document’s status on the dashboard
1. Go to My Documents.
2. On the far right, click the gear wheel button.
3. Under Custom Columns, click Manage.
4. Select New Column.
5. Enter a label or name for the column. Click Add.
6. Return to My Documents: Click the gear wheel again.
7. Toggle on your new column. Click Save.
Navigate to the Templates section.
To Create a Template: Upload the document you want to use.
1. Rename the document by highlighting its name and editing it (the document is saved automatically once renamed).
2. Add fields as desired.
3. Adjust settings and details.
4. Save the document as a new template.
To Use a Template: Navigate to Documents.
1. Click New/Template. Select the desired template from the dropdown menu.
Access Data Forms via the main dashboard tile or the left-hand navigation. Data Forms are designed to collect data.
1. Click New to create a new form.
2. Choose the desired fields.
3. Use Settings to adjust form options.
4. Click Publish to send the form to recipients.
Viewing Responses: Select Responses to see recipient inputs.
You can download responses as CSV or Excel files.
A. User Management
1. Click New to add a new user.
2. Fill in the required fields.
3. Select the appropriate Role for the user. Toggle Send Welcome Message to email the new user.
B. Groups
Groups are collections of users.
1. Click New and name your group. Add the desired users to the group.
C. Roles
Roles define a hierarchy of permissions.
1. Click New to create a role and give it a name.
2. Click Edit and toggle on the permissions you wish to grant.
D. Fields (User Profile Information)
Fields store user information (distinct from form data).
1. Click New to add a field.
2. Name the field and set additional options using toggle switches.
A. Authorization Logs
These logs are used for administrative reviews.
B. Audit Logs
Audit logs track when and where specific events occurred.
Administrators can review these logs to monitor system activities.
A. Value Reports
Directly connected to the Documents dashboard.
Run queries to determine the value assigned to a document based on input parameters.
B. Document Reports
Enable you to run various queries related to documents.
All reports can be run and downloaded, or set for automatic periodic updates on your dashboard.
Web Apps serve as a communication tool for site administrators.
1. Click New to create a new app and name it.
2. Drag and drop features to build your app.
3. Manage app information and updates through the dashboard.
When users download the app on their smartphones, it will update automatically with any changes you manage.
A. Campaigns & Threads
Campaign Creation: Under Communications, select Campaign then click New.
1. Enter a short campaign name (this will serve as the subject line).Choose to run an email and/or text campaign.
2. Write your message in the text box. Use content keys to insert profile fields from your target audience.
3. For text campaigns, define a short message that appears in recipients’ texts; the full campaign message will be accessed via a link. The reporting function is enabled by default to track message views.
Threads: Threads allow one-on-one dialogues. They also track all responses from campaigns. Users can reply individually via the thread feature.
B. Templates
Create reusable message templates:
Click New to develop a communications template.
C. Lists
Create lists to define your target audience:
Click New to create a list.
Add recipients’ emails and phone numbers (for text messages).When setting up a campaign, choose the list that corresponds to your target audience.
Archives help manage files that are not kept on the main dashboard.
Click New to add a new file or set up a folder.
Folder Management: Folders are displayed across the top of the page.
Select a folder to view the files within it.
Archiving Documents: In the Documents feature, select the document you wish to archive. Click Send to Archives.
The system will create a new archive folder with the document’s name and save a PDF copy along with any attachments and forms.
Use tags to manage and search archived documents.
Assign tag lines to documents to facilitate easier navigation and retrieval.
Administrators can control various functions within the site.
Review each setting and customize it according to your needs.
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