Before you begin, you will need to add your clients to the platform so that you can create and assign document templates. Refer to this article for more information on adding clients.
After you find the Document Template you need (refer to this article for more information on searching document templates), you can ‘Preview Sample’ or ‘Create Document’ to commence the document generation process.
Most documents will require you to assign a client before filling in the document fields. At the start of document creation, you may select to assign a document to a single client.
Saving your document progress
If you are unable to complete the document generation in one session, you can also ‘save’ your progress to recommence at a later date. Please note this 'Save' function is only applicable to contracts, agreements and some policies. The in-progress version can be found in your Notifications at any time, which can also be found in the header by clicking on the Mail icon below.
Once you have filled in all the relevant details, click ‘Submit’ to finalize your document generation.
Previewing the document
You can download a copy of the document at any point of the document creation process before sending to your client. Please select the 'Preview' button to be able to download the pdf. If the pop-up box does not appear, please ensure your pop-up blocker is disabled for our site.
What happens next?
The clients you assigned the document to will receive an email with the document attachment.
The document will become available to you within:
- My Document Library
- The Employee Portal (refer to this article for more information on accessing the employee portal).
* If you assigned your document to a dummy client, you must use a different browser (or sign out of your Admin user) when accessing the Workplace platform as the dummy client.
Our recommendation: When you receive the email to your dummy client, copy & paste the document signing link into a new browser.
Uploading Custom Documents
Alternatively, custom documents can also be uploaded to a specific client’s page.
Navigate to the Employee Portal and find the client you wish to upload a custom document to. Select ‘Edit’.
On the right-hand side, you will see different options: General Documents, Contracts, Policies, and Actions. Select ‘Upload’ under the relevant section to attach your custom documents.
For more information please contact your My Business representative, call us on 1800 505 529 (Monday to Friday 8:30am - 5:00pm AEST) or email onlinesupport@mybusiness.com.au.
You can also submit a support request from within the Workplace platform.