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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 a week 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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