Corporate Documents

The Corporate Documents feature is designed to simplify and optimize the management of payment policies and essential expense-related documents within your tenant.

Here are the streamlined steps to activate the Corporate Documents feature:

1. Navigate to the administration panel.
2. Click on Global Settings > Corporate Documents.
3. Check the box to enable the feature and save the changes.

A new segment will appear once the parameter is activated.

To attach documents in the help center, follow these steps on the same interface:

1. Follow the steps mentioned above to activate the feature.
2. Click on New Information.

1. Enter the Name of the information you added along with a message / description

1. Click on Add attachement if you would like to add a file attached to the information then pick its format and add it from your computer.

1. Click on Publish once you're done.

Users, on the other hand, will have access to the documents through the platform's homepage interface.