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 to begin editing your employees’ information.
By selecting the file 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.