overview of darwin.Cloud’s office forms library for organized document management, centralized form access, and improved operational efficiency.
key takeaways
- the office forms library in darwin.Cloud stores and organizes documents for easy access by agents and staff
- “onboarding” category forms appear automatically in the onboarding wizard
topics
office forms library overview
- located under tools menu for staff and agents
- supports uploads of PDFs, word docs, images, and more
- used for forms, templates, company documents
- access controlled by role permissions
adding & managing forms
- staff can add forms; agents can only download
- categories must be set before adding forms
- descriptions default to filename but can be edited
- sorting and filtering help navigation
onboarding integration
- “onboarding” category forms appear in step 6 of onboarding wizard
- ensures efficient distribution of key onboarding documents
next steps
- follow-up session tomorrow at 2 pm et for forms library setup