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Templates and Documents Setup

Templates and Documents Setup

This personalised training session will show you how to create customised forms for your organisation in This session will also guide you to create and upload organisation documents like policies and procedures in a centralised place in that will always keep you audit ready.  

Session content:

✔ Eliminate manual handling of essential documents like policies and procedures  

✔ Create customised templates for client documents  

✔ Understand the timeline and organisation documents tab  

What you will need for the session:

✔ Sample policy/procedure document  

✔ The organisation forms that you intend to create in

Book a time now!