Person Documents Page

How to access a person's Documents page

The Company Documents Page is the page that contains the Document Templates and Upload Bins of a Person.

To browse the Person Documents Page

1. Go to the Person Home Page
2. Click on the Documents tab
   
   

Person Document Generation Page

To access the Document Generation page for a person 

1. Go to the Person Home Page
2. Click on the Documents tab
3. Click on the Generate Documents tab
   
   

To access the Upload Bins page for a person

1. Go to the Person Home Page
2. Click on the Documents tab
3. Click on the Upload Bins tab