The Teamgo Documents Module is a premium Teamgo feature. Contact your account administrator to evaluate or enable this feature.
What is Teamgo Documents?
Teamgo allows you to collect many types of documents from your Users (e.g. employees), Contractor Companies, and Inductees. This can be useful to maintain safety, security and compliance at your workplaces.
Create document types
Optionally, create a form that Users will be required to answer (only applies to User documents)
Send document requests to users (Users, Contractors Companies, and Inductees)
View submitted documents
Approve/Reject submitted Documents
Send reminders for requested or expiring documents
Check document validation on iPad Kiosks
Create Induction forms for each location (each location requires an induction form before Contractor Companies can assign their employees to your organization as inductees.
Documents you may wish to collect are identifications, passports, certificates, permits, vaccination proof, police checks, work permits, and many others.
The documents module can be used in many ways, both customised and unique to your workplace needs. Teamgo provides you with the tools to set up document templates, including forms, file upload, and much more.
Documents Module Screens
Overview - shows the status of all your requested documents, where you can view documents, modify the document status and expiry, and delete documents
Document Settings - view, modify, and delete documents that you have created, as well as create new required and optional documents for Visitors, Users, Contractor Companies, or Inductees
Induction Forms - design induction forms for your different locations. A location has to have an induction form before Contractor Companies can assign their employees to your organization as inductees
How to Use Documents
We have provided several guides on how to use the documents module.
Creating a document type and, optionally, a required form to go with it. Note that document forms are only available for User documents
Sending a request to submit a document
Viewing document requests
Viewing submitted documents
Setting up iPad Kiosks to check the submitted document validation
For more information on this module, contact your solutions specialist or account manager for your service.