Summary
This is a summary of the new Documents Tab, which allows for cleaner, more extensive searching than was previously available.
Walkthrough
The Documents page looks like this:
Select Bureau: You will not see this functionality if you are an employer. A Bureau (payroll firm) is selected to view their documents.
Select End Client: You will not need to select your own organization if you are an end-client admin. A specific End Client is selected to view documents just available to them.
Show Inactive: This is selected to view documents which are no longer active (have been disabled).
Only Fillable Forms: Fillable forms are integrated with eSign and allow users to fill out their own information on the form. This is indicated by the green eSign logo, and can be viewed by clicking this logo. The other kind of documents available are static documents and can be downloaded and viewed by clicking on the download icon.
Only Bureau Managed: This will restrict the search to only the documents which are not directly under an End Client, but instead are uploaded and managed by the Bureau directly.