Document Center

🔒Requires permission:Document List

Shared documents across your workspace — contracts, templates, candidate deliverables.

Note

Reference overview. This section has 2 features. Detailed step-by-step pages are coming — for now, each entry below gives you a short overview. Use the search bar (⌘K) to jump to any feature in the app.

Features in this section

Notes and document templates Folder-organized document center to create notes, upload usable documents and manage reusable templates.

Document e-signature (BoldSign) Create a template URL, edit it in BoldSign and send a document for signature to specified signer roles.

Learn more

For a fully documented reference with how-to steps, diagrams and screenshots, see the Candidates section — it’s the prototype for what every section will look like in the next pass.