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Corporate Documents: Efficient Management of Essential Policies and Key Guidelines

Updated by Rim Ferchichi

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:

  1. Navigate to the administration panel.
  2. Click on "Global Settings" > "Corporate Documents."
  3. Check the box to enable the feature and save the changes.

To attach documents in the help center, follow these steps on the same interface:

  1. Follow the steps mentioned above to activate the feature.
  2. Click on "Attach Files."

  1. Click on "Select One or Multiple Files."

  1. Choose the files you want to attach to your help center and upload them.

The documents should be in PDF format and their sizes should not exceed 10 MB.
  1. Once your document is uploaded, click "Save."

Users, on the other hand, will have access to the documents through the platform's homepage interface.

If the administrator deactivates the feature, the "Corporate Documents" item will no longer appear in the help center.

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