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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
Course 10 of 12 in Set up and launch Personio Core
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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