Live Docs is a new module that allows you to publish documents online—either via a public link or within a secure Employee Portal. Employers can require employees to log in and acknowledge documents with a signature.

On this screen you'll see all of the documents you've published. To start a new one click "New Live Doc" in the upper right of the screen.

Name and Share: Enter a name for your document and choose how you want to share it. Documents can be shared in two ways:

Choose the document(s) from your existing documents that you want to publish and share. Select your design options, including the template layout, color theme, logo, and banner image.

If you choose to send to an Employee Portal or require a signature, you must select which contacts will receive the document. This selection can be done via manual entry, bulk upload, or an integration with your payroll or HRIS provider in the Contacts module.

Once everything looks good, click "Send and Publish." Use the dashboard page to track who has viewed and signed the document. The dashboard provides analytics and details on all contacts associated with the live document.