Forms (Administrator)

forms

What is this form?

Forms allows an Administrator the ability to view and upload certain essential information relating to your employees.  With Forms, iManage becomes your online personnel file.

Why/when to use this form?
     Use this form to:

  • View, add or delete certain personnel documents relating to the employees in your organization

Tips from Your CBS Pros:

  • By designating the “Type” of file iManage will automatically move your new file into the appropriate filing cabinet e.g. HR, TAX, SAFETY, etc.
  • There is no limit to the number of forms an employee can have

How to use this form:

Forms allows the Administrator to view and edit certain personnel information for the employees that he/she manages.  If you would like to edit such information, simply click the orange add-iconto begin editing your employees’ information.

forms-1

By selecting the file upload icon upload-icon  you will then be prompted to choose the file that you wish you to upload into iManage.  You must choose a file “Type” which will then store you selected document in the appropriate file cabinet within iManage.

forms-2

Upon completion of your edits, make sure to save your changes by hitting the save button save-icon.   Please note that fields that are denoted with a red asterisk asterisk-iconare required.