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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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Request electronic signatures
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Manage documents in the Documents hub
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Set document retention policies
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Create and manage documents
Course 10 of 12 in Set up and launch Personio Core
Create and use templates to issue documents, upload document files to employee profiles and manage document retention policies.
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
- Request electronic signatures
- Upload documents to single as well as multiple employee profiles
- Manage documents in the Documents hub
- Set document retention policies
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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