Edit Documents with Doc Builder

Doc Builder is a tool within the Symply App that allow the clients to upload their own pdf document, edit it, and assign to employees to view, complete and sign.

How to Edit Documents with Doc Builder

Click on the link above to watch a video on how to edit a document.

1. Log into your Symply account
2. Click on Documents on the left hand side
3. Click on Upload Documents on the top right corner
4. Choose a file to upload from your computer
   1. You can toggle on or off the document settings.
   2. Click Submit
5. After the document is uploaded click on Edit
6. Select Add Required Fields to add a fillable field within the document
   1. Click and drag to change the position of the field
   2. You can reduce the size of the content by clicking on the minus sign
   3. Type in the field name and click on the green check mark to save changes
   4. Click on the Pencil icon on the top left corner of the document to edit the field 
   5. Click on the Plus sign to increase the text size
7. Select Add a Signature on the top right
   1. Enter the Signature and Save by clicking on the green check mark
8. When you are done editing the document Click on Save Changes on the top right
9. Then select Assign Document
10. Select the Employees that need to be assigned the edited document and click Submit
    
    

The Employee gets a notification in the dashboard and via email when a document is assigned to them.

Employee:

1. Log into Symply
2. Your notification will be on Dashboard
3. Click on You Have Been Assigned a Document
4. Select Complete Document
5. Fill in the required fields
6. Fill in the Signature and then click Submit
7. The document status has changed to Completed
8. Click to view the document
   1. The Date in small text size
   2. The ID Number in large text size
   3. Check the Signature
9. All Done