Forms & Pubs/Common Documents

You may post documents that are of common interest to all clients or all clients belonging to a specific Department in the (Forms & Pubs) Common Documents section.  For example, you may upload forms such as W-4 or I-9's. This will eliminate having to send the form to each of your clients.

Select Files>Forms & Pubs in the left menu. The link for Forms & Pubs will not appear on the left menu for the Client unless there is at least one file uploaded by your office in this section.

Common Documents 

• Files in the Common Documents section are available to ALL clients or all clients belonging to a specific Department. Within this section, files can be organized in folders and subfolders.

• The default name for this section is Forms & Pubs. You may rename it. To do so:

  1. Select Management>Office Profile from the left menu or in the lower Management section.

  2. Scroll down the page to the Office Default Settings section and Common Documents Label field.

  3. Type the label you would prefer.

• To remove the Forms & Pubs listing from the left menu and the Dashboard Tiles, leave the Common Documents Label field blank.
  
  
  
  
  

Forms & Publications by Department

• The Department section is only visible to staff and clients who belong to those respective departments. Department sections where no files exist will not be visible to users. 
• The Departments will be displayed in the same order as they are listed in the Office Profile. 
• You may create folders within each Department section.
  
  

1. Click on the Create New Primary Folder button for the desired section.
   
   
   
   
2. Enter the Display Order and Folder Name.
3. Click on the green Save button.
   
   
   
   The Department folder name will indicate if files exist within the folder. Click the expand button to view the files. Click the collapse button to collapse the folder. The action links are located to the far right of the folder name.
   
   
   
   
4. Click on the Edit/Move Folder link to edit the Folder Department,  Display Order or Folder Name.
5. Click on the New Folder link to add additional folders.
6. Click on the red Delete button to remove a folder.
   
   
   
   
7. Click on the Add File link to add a file to the folder.
8. Enter a Title for the file.
9. You may enter the Author, Display Order desired and a Description with notes about the file.
10. Click in the gray box to browse to the file location and select the file or drag-and-drop the desired file into the same gray box.
11. Click on the green Save button.