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Approve your custom document template

If you have a document that needs to be filled out, we'll email you when your template is ready for review.

  1. If you have a document that needs to be filled out, we'll email you when your template is ready for review.
  2. Navigate back to the Documents tab.
  3. Click Review Template next to the document you would like to review.
  4. Within the pop up box, click on the name of the document to download and review it. When reviewing, make sure to check:
    • The employee's name.
    • The text in brackets - this is what your employee will see when they sign the document. 
    • The text placement - this is where the content will be written in the document. 
  5. Click on What will my employee see? to preview the document for your employees.
  6. If you are satisfied with the template, click Approve Document.
  7. If you need us to make some changes, click Wait, there's a problem. Please include a note to our team about the issue so we can best assist you.
  8. Once you have approved the document, you'll have two options depending on who you made the document available for: 
    • New hires: The document will be stored in your account so you may select to send it to new hires during onboarding. It will not be sent automatically.
    • Existing employees: The document will automatically be sent to all of your existing employees.