There are two different types of templates: forms and documents.
Forms are any form or document that requires fields to be filled out, and/or a signature. For example, these could include enrollment forms, evidence of insurability forms, etc. Maxwell Health creates form templates during the implementation process and codes them so they can be pre-populated for employees.
Documents only need to be reviewed or approved. These could include documents you submit to a new hire to review or approve.
- Add New Document
- Submit Document for Review/Approval