How to Add a New Facility Document for Staff to Sign

This guide will walk you through the steps to add a new facility document for staff to sign.

Steps to Add a New Facility Document

1. Click the New Facility Document Button:

Locate and click the "New Facility Document" button on the right side of the screen.

2. Choose the Facility Name and Input Document Title:

Select the facility name and carefully input the document title. It's recommended to use a general title such as "Staff Trainings" for clarity.

3. Select Appropriate Roles and Upload Files:

Choose the relevant roles and upload the files needed for signing. You can select multiple files and roles as necessary.

4. Save the Document:

After completing the above steps, click "Save".

5. Template Generation:

Our tech team will generate an e-signature template, which will be sent to providers when they claim a shift again.

6. Deleting a Document:

If you need to delete any document, use the "Delete" option after saving. A notification will be sent to the tech team to remove the template.

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