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Create new document type
Create new document type

How to setup your document types with Teamgo

Steve avatar
Written by Steve
Updated over 11 months ago

The Teamgo Documents Module is Teamgo feature. Contact your account manager to evaluate or enable this feature.

Watch a video on how to create a new document type

Creating a New Document

  1. Login to the Teamgo dashboard

  2. Click on your Documents tab

  3. Go under Document Settings

  4. Click the '+ New Document' button

New Document Type Options

When you create a new document, you can make it required and you can select from three different document types:

  1. User document - Documents can be assigned to Users, and they can be marked as required for specific group(s).

  2. Inductee document - Documents can be assigned to Contractor Companies and marked as optional or required.

  3. Company document - Documents can be assigned to Inductees (Contractor Company Employees) and marked as optional or required.

Create new document screenshot

For more information get in touch with your support team.

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