why Cloud now: office forms library

key takeaways

• office Forms Library allows storing and organizing various document types for easy access by agents and staff
• forms can be categorized, with the "onboarding" category automatically appearing in the onboarding wizard

topics

office forms library overview

• located under tools menu for both staff and agents
• allows uploading various file types (PDFs, word docs, images, etc.)
• used for forms, templates, company documents, and more
• Permissions controlled via role settings

adding and managing forms

• staff can add forms, agents can only download
• categories must be set up before adding forms
• form description defaults to filename but can be edited
• sorting and filtering options available for easier navigation

onboarding integration

• forms in "onboarding" category appear in step 6 of onboarding wizard
• allows for efficient distribution of key documents during agent onboarding

next steps

• follow-up session scheduled for tomorrow at 2 PM eastern to assist with office Forms Library setup

watch this short video to learn more: