How to Setup organization's documents

You can set up and configure document templates and formats specific to your organization. This functionality allows you to create standardized document templates for various purposes, such as contracts, agreements, reports, or any other relevant documents used within your organization. By setting up the document setup, you can define the structure, layout, and content placeholders for each document type, ensuring consistency and efficiency in document creation and management.

Step 1: Click the "Create" Button

STEP 2: Create New Branch

Once you click the create button, you can proceed to set the organization's document using the following steps:

Step 1: Enter the name of the document.
Step 2: Specify the role or position to which the document is applicable.
Step 3: Provide a description or details of the document.
Step 4: Select the document file, if necessary.
Step 5: Click the create button to finalize the creation of the new document within the organization.

STEP 3: "Edit" Button

After creating the organization's document, you will have the ability to edit or delete it as needed. This provides flexibility in managing and maintaining the list of documents within your organization. You can make changes to the document's details, update its content, or remove it from the system if necessary. This allows you to ensure that the organization's documents are accurate, up-to-date, and reflective of your organization's needs and requirements.