User Guide

This guide is intended for users who administer the platform on behalf of the organization (the Super User and User roles). It covers the complete flow, from initial setup to document and training management.

Recommended path

1. First steps — the complete setup flow in 10 steps
2. Organization, departments, and posts — company data and the organizational structure
3. Entering employee data — manually or via import
4. Document generators — creating digital documents
5. Document management — distribution, signing, revisions
6. Roles in the application — who can do what
7. Electronic archiving — export to an external archive (Google Drive, OneDrive, certARCHIVE, IronMountain, Namirial)
8. Settings — account and organization settings
9. Contact synchronization between organizations — synchronizing contacts, positions, and departments between organizations
10. Applications — optional applications available in the platform