Document Portal is a set of tools designed to help collect documents from people.
Merge people's information into forms. Fill out forms by merging data for your people into PDF documents.
Send requests for documents. Send text messages or emails to people with instructions for using their phone to send in photos and documents.
Define required document sets. Keep track of each person's progress towards providing required documents.
Find your documents. Easily find documents based on their description, that are expiring, tagged with keywords, or are associated with a person.
The quickest way to get set up and become familiar with Document Portal is to follow our 20-minute walkthrough which uses the scenario of hiring and onboarding H2A workers to show you how each of the features may be used by your organization.
 |
20-minute walkthrough: |
After the walkthrough, we recommend that you check out the Frequently Asked Questions page which includes answers to the questions we hear most often.
 |
Get answers: |
We know you'll have more questions as you continue to use the tools. When you do, please be sure to check out our online documentation which covers most features and is constantly updated to make the system easier to use.
 |
For your reference: |
Comments
0 comments
Please sign in to leave a comment.