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After creating a document template, to be able to use it, the document template must be added to a document set. Document Sets are collections of documents that are automatically assigned to a staff member based on their role or department. To create a document set:
  1. Navigate to Staff Onboarding Settings from the profile
  2. Press Document Sets
  3. Press New Document Set
  4. Enter in a name and a description for the document set
  5. Tick which documents are included in this set. If a document appears in multiple sets the staff member will only be asked to sign it once.
  6. Tick which roles and departments this document set applies to
  7. Press Save Document Set
A staff member may match multiple sets - if the same document appears in more than one, they will only be asked to sign it once.