With each employee of an organization, comes a lot of paperwork. Whether it's flicking through a binder full of paper-based documents or navigating multiple digital systems to find what you're looking for, Applaud has the solution. This template adds functionality which can help your workforce access their documents quickly and securely from one place.
This template contains functionality that we've documented in other template articles, see:
The template adds the Document model with properties to store data on documents, like Name and Thumbnail.
The template also adds the Person document model properties to attach a person to a document type and create a task.
The template adds a workflow to the Person document model, which triggers when the status property is marked as "Completed" or "Signed," and closes the task.
The template adds the Document setup page, which contains a list block for existing document items.
To add more items, select ADD DOCUMENT, which opens the Document page in a modal window:
To return to the Documents setup page, select DOCUMENTS SETUP. To edit an employee document, select the EDIT option from the context list for an item in the list. To add a new document for an employee, select ADD EMPLOYEE DOCUMENT, which opens the Employee document page in a modal window:
Selecting an item with a signed document attached opens the Document preview page in a modal window, where you can zoom in and out, go full screen, download, print, and search within the document.
Consider connecting to Workato and building integration recipes with Docusign for users to change the status of employee documents automatically once signed. See Connect Workato to your Applaud tenant.
The template also adds the Documents page, where users can view their uploaded documents.
The list only shows the signed-in user their relevant documents, using model data from Person documents.
Select an item from this page to open the assigned document in a modal window: