Follow these steps to add an onboarding document.
To add an onboarding document to the library:
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On the Document Library screen, click Add Document.
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In the Document Name field, enter a unique name.
Duplicate names for onboarding documents will result in an error message.
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In the Document Valid From field, click
to select or enter a date in the text field.
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In the Document Valid To field, click
to select or enter a date in the text field.
This field is optional because not all documents expire.
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In the File field, click Browse to choose a file to upload from your computer.
When a document is sent to a new hire or added to an onboarding bundle, the application automatically uses the most current version of the document.
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Click Save.
The file is added to the table of documents on the Document Library screen, with the Version Count column displaying the value 1 to indicate that it is a new document and no other versions exist in the library.