Use Documents for workspace files and People → person → Documents for files belonging to one person. The right place matters: it determines whose records you are working with and who can access them.
Choose the right place
A member’s Documents tab shows that person’s files and folders. It does not list unrelated workspace files. Start there for a contract or other personal record. Use the workspace Documents page for shared material. Recipients also need Documents → Data access enabled for their role. Check its sharing settings before assuming that a colleague can open it. Being allowed to manage people does not automatically give someone access to all of their private documents.Choose the right outcome
Uploading a file stores it. Generating a contract fills a template from the person’s details. Sending a document for signing collects signatures. An acknowledgement records that the requested document was confirmed through the selected method. Those are separate actions. A file appearing in the list does not mean it has been signed, and sending an acknowledgement request does not mean anyone has completed it.Next
Managing documents
File a document in the right place.
Creating and signing contracts
Turn a template into a signed document.
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