Core eDocs & Client eDocs Forms
Core eDocs and Client eDocs have the same functionality and fields available. If a form has been created in the wrong section by mistake, reach out to support to have it moved.
Core eDocs
Core eDocs are used for forms applicable to all clients in an instance that all clients would use. Examples of Core eDocs are Direct Deposit Forms and Healthcare Forms.
Client eDocs
Client eDocs are used for client specific or category specific forms. Examples include Dress Code Policy Forms and Confidentiality Agreements.
Documentation in this Section
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