Company documents are files that belong to your company as a whole, such as agreements, policies, and certificates. Keep employee files with the employee record and test files with the test, so each document is found where people expect it.

Steps

1. Open Company > Documents.
2. Use the category and type filters to narrow the list, then open a document to view it.
3. To add a document, use the new-document action, choose the category and type, attach the file, and save.
4. Open the saved document to confirm the file and details are correct.

Tips

• You can delete a document only if your account has permission to do so.
• Agreements you sign with Med-Stop, such as a random service agreement, may appear here.