Platform · Documents & Agreements
Letters, policies and acknowledgements, tracked
Generate HR letters from templates, publish policies and collect typed-name agreements with a receipt for each. See who has acknowledged and who has not.
- Code of conduct v3Sent to 190
- Agreed164
- Pending26
- ReceiptStored with each agreement
Sample data
The problem
What this solves
Printing and scanning
Policies are signed on paper.
No proof of delivery
Nobody knows who read the policy.
Manual letters
Each letter is retyped.
Capabilities
What Documents & Agreements includes
What the module covers, grouped by the job it does.
Documents
- Document Templates
- HR Letters
- Policies
Agreements
- Typed-Name Agreements
- Document Acknowledgements
- Receipt Tracking
How it works
An agreement
- 1PublishSend the document.
- 2AgreeEmployee types their name.
- 3ReceiptA receipt is stored.
- 4TrackSee who is pending.
In practice
Practical use cases
Policy roll-out
Send a policy and track acknowledgements.
Standard letters
Generate from templates.
Evidence of receipt
A receipt for each agreement.
Business benefits
Why it matters
Less paper
Acknowledge online.
Clear status
Who has agreed.
Consistent letters
Templates.
Configuration
Set it up your way
- Document templates
- Audience
- Reminders
FAQs
Documents & Agreements questions
Is this a legally certified e-signature?
No. It records a typed-name agreement with a receipt. Ask your legal adviser whether that suits each document.
Can we see who has not agreed?
Yes.
Can we generate letters?
Yes, from document templates.
See Documents & Agreements set up for your business
Book a personalised demo and we will walk through it with your own scenarios.