Corporate Documents
The "Corporate Documents" feature is designed to simplify and optimize the management of payment policies and essential expense-related documents within your company.
Here are the streamlined steps to activate the "Corporate Documents" feature:
- Navigate to the administration panel.
- Click on "Global Settings" > "Corporate Documents."
- Check the box to enable the feature and save the changes.
A new segment will appear once the parameter is activated.
To attach documents in the help center, follow these steps on the same interface:
- Follow the steps mentioned above to activate the feature.
- Click on "New Information."
- Enter the Name of the information you added along with a message / description
- Click on "Add attachement" if you would like to add a file attached to the information then pick its format and add it from your computer.
- Click on "Publish" once you're done.
Users, on the other hand, will have access to the documents through the platform's homepage interface.