The Teamgo Documents Module is a premium Teamgo feature. Contact your account administrator to evaluate or enable this feature.
Creating a New Document
Login to the Teamgo dashboard
Click on your Workspace tab
Click on Documents to expand the option
Click on Document Types
New Document Type Options
When you create a new document there are two components to complete based on your needs. You can create a form to be completed, and add an upload option so the person can attach files.
Click on New Document button
Complete the New Document form options, choosing all the options you need
Add additional form fields that may need to be filled out
Ensure you set a document Expiration Date if one needs to be applied
Ensure if you require a file(s) to be submitted you add this field type
Click SAVE when completed
Create new document screenshot
Create new document Form Builder document - adding file upload option
New Document Type Summary
The New Document / Form Builder lets you either collect an existing document, create a document for submission (the form builder) or both. You can use it anyway you wish to meet your compliance goals for people arriving at your workplaces.
For further assistance with Documents please contact [email protected] with your enquiry and we will help you get setup.