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Learn about product updates
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Create document templates
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Use templates to issue documents
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Request electronic signatures
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Upload employee documents
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Manage documents in the Documents hub
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Create and upload documents
Create and use templates to issue documents and upload document files to employee profiles.
Handling documents efficiently is a crucial responsibility of a Personio administrator. This course focuses on the essentials of document creation and management. Specifically, you will learn to:
- Create document templates
- Use templates to issue documents
- Send documents with signature request
- Upload documents to single as well as multiple employee profiles
Note: If you are a Personio user, we encourage you to configure the relevant settings in your account as you go through the content.
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