Help Center

Help for employees and Company Admins.

Find clear, role-specific guidance for reviewing documents, managing a company workspace, assigning content, tracking acknowledgements, and resolving common questions.

Last updated August 23, 2026

Choose your role

Start with the path that matches your work.

Employee guidance stays focused on document review. Company Admin guidance covers workspace management.

I am an Employee

Review assigned documents, understand what is due, and keep a reliable acknowledgement history.

  1. 1Open My Documents
  2. 2Search or filter assigned documents
  3. 3Select and read the current version
  4. 4Acknowledge after completing the review

I am a Company Admin

Manage the company workspace, controlled documents, assignments, compliance, and subscription.

  1. 1Organize people and company structure
  2. 2Create and publish documents
  3. 3Assign documents to the right recipients
  4. 4Review acknowledgements and billing

Workflow guides

23 articles
EmployeeGet started in My DocumentsMy Documents is the employee home for assigned, due, and previously acknowledged content.View guide

When this guide helps

  • You are not sure what requires attention
  • You need to find a past document

What to do

  1. Open My Documents after signing in.
  2. Use search to find a document by title or description.
  3. Use the document type, category, document, and status filters to narrow the list.
  4. Review the Due and Status columns to decide what needs attention first.
EmployeeReview and acknowledge a documentSelect an assigned document, read the displayed version, and record your acknowledgement.View guide

When this guide helps

  • A document needs review
  • The acknowledgement button is unavailable

What to do

  1. Choose Select from the assigned document row to open the document viewer.
  2. Read the complete document and verify the version shown in the viewer.
  3. Select the acknowledgement statement after completing the review.
  4. Choose Review and Acknowledge to record the acknowledgement.
EmployeeFind completed and historical documentsThe employee workspace also serves as a reference library for documents previously assigned to you.View guide

When this guide helps

  • You need to revisit an acknowledged document
  • A completed item is hidden by the current filter

What to do

  1. Open My Documents and clear any status filter that only shows items needing review.
  2. Search by title, category, document type, or description.
  3. Select the document to read the version associated with your assignment.
  4. Use the Status column to confirm whether your acknowledgement is complete.
Company AdminSet up a new company workspaceA practical setup order keeps employees, assignments, and reporting organized from the start.View guide

When this guide helps

  • The workspace is ready but has no structure
  • Employee and assignment filters are empty

What to do

  1. Create departments, locations, and categories that match how the company operates.
  2. Add employees and Admin Accounts with the correct department and location.
  3. Review templates or create the first company documents.
  4. Publish approved documents before creating assignments.
Company AdminUse the Company Admin dashboardThe dashboard summarizes company capacity, compliance, document risk, performance, and upcoming work.View guide

When this guide helps

  • You need a quick compliance snapshot
  • A document may require follow-up

What to do

  1. Review the resource cards for current company usage.
  2. Use category, document type, and document filters in Compliance Overview.
  3. Review Highest Risk Documents for the largest overdue counts.
  4. Use Document Performance and Upcoming Reviews to plan follow-up work.
Company AdminComplete acknowledgements as a Company AdminCompany Admins can receive and acknowledge documents in addition to managing the workspace.View guide

When this guide helps

  • An admin was assigned a document
  • An admin acknowledgement is missing from reporting

What to do

  1. Open My Acknowledgements from the Company Admin navigation.
  2. Select the assigned document and review the displayed version.
  3. Complete the acknowledgement from the document viewer.
  4. Open Ack Details and search for the admin to confirm the acknowledgement record.
Company AdminCreate departments, locations, and categoriesCompany structure makes assignments, filtering, and compliance reporting easier to understand.View guide

When this guide helps

  • A department or location is unavailable
  • Documents or employees are difficult to group

What to do

  1. Open Departments and add the teams used by the company.
  2. Open Locations and add the work locations used for assignment targeting.
  3. Open Categories and add company-specific document groupings when needed.
  4. Use the selected colors consistently to make categories easier to recognize.
Company AdminAdd and manage employeesEmployee records connect people to invitations, company structure, assignments, and acknowledgements.View guide

When this guide helps

  • A new employee needs access
  • An employee has not completed sign-up

What to do

  1. Open Employees and choose Add Employee.
  2. Enter the employee details and select the correct department and location.
  3. Review the Status column to understand the employee's current access state.
  4. Use Resend Invitation when another sign-up invitation is needed.
Company AdminManage Admin AccountsAdmin Accounts manage the company workspace and can also receive document assignments.View guide

When this guide helps

  • Another administrator needs access
  • An admin invitation or acknowledgement needs follow-up

What to do

  1. Open Admin Accounts and choose Add Admin.
  2. Enter the administrator's name and email, then select department and location when applicable.
  3. Use Status to review the account lifecycle and Resend Invitation when needed.
  4. Use Ack Status to understand whether assigned documents have been acknowledged.
Company AdminCreate and edit a documentCreate controlled content with a document type, category, owner, description, and formatted body.View guide

When this guide helps

  • A new controlled document is needed
  • Existing content needs an update

What to do

  1. Open Documents and choose Add Document.
  2. Select the document type and category, then enter the title, description, owner, and content.
  3. Use the live word counter while writing. A warning begins at 15,000 words and saving is blocked above 25,000 words.
  4. Save as a draft until the content is approved for publication.
Company AdminStart from a templateTemplates provide reusable starting content that can be customized for the company.View guide

When this guide helps

  • You need a faster starting point
  • You want to browse reusable content by category

What to do

  1. Open Templates and search or filter by category.
  2. Choose Use Template for the closest starting point.
  3. Customize the copied content, document details, and company-specific language.
  4. Review the resulting draft before publishing it.
Company AdminUnderstand draft, published, and versioned contentOnly published document versions can be assigned, while drafts remain editable working content.View guide

When this guide helps

  • A document is missing from the assignment wizard
  • Published content needs revision

What to do

  1. Check the document Status in the Documents grid.
  2. Publish the approved version before attempting to assign it.
  3. Move published content to draft when further editing is required.
  4. Publish the revised version when it is ready for future assignments.
Company AdminCreate an assignmentThe assignment wizard guides you from a published document to a reviewed recipient list and due date.View guide

When this guide helps

  • A document needs to be distributed
  • The expected recipient count looks wrong

What to do

  1. Open Assignments and choose Add Assignment.
  2. Select the document type, category, and published document.
  3. Choose the audience filters and review the matched recipients.
  4. Select the intended recipients, set the due date, and confirm the assignment.
Company AdminChoose the right audience and avoid duplicatesDepartment, location, date, and employee search help build a precise recipient list.View guide

When this guide helps

  • The audience is too broad
  • Some users may already have the document

What to do

  1. Use department, location, and Added on or after filters to define the audience.
  2. Search the recipient grid by employee name or email.
  3. Review the Assigned column to see whether the selected document is already assigned.
  4. Select Exclude Users Already Assigned to remove duplicate recipients from the selectable list.
Company AdminMonitor and resend current assignmentsCurrent Assignments shows who received each document, the applicable company structure, due date, and acknowledgement state.View guide

When this guide helps

  • A recipient needs another notification
  • You need to confirm assignment status

What to do

  1. Search Current Assignments or filter by category, document type, department, location, document, and status.
  2. Review the Status column to see whether the assignment is pending, acknowledged, or overdue.
  3. Use Resend to transmit another assignment notification.
  4. Use Delete only when the assignment record should be removed.
Company AdminReview compliance and document riskDashboard reporting shows acknowledged, pending, and overdue work across the company.View guide

When this guide helps

  • Completion is lower than expected
  • You need to identify the highest-priority follow-up

What to do

  1. Use Compliance Overview to compare acknowledged, pending, and overdue assignments.
  2. Filter by category, document type, or document to focus the result.
  3. Review Highest Risk Documents for the documents with the most overdue work.
  4. Use Upcoming Reviews to see grouped assignments approaching their due dates.
Company AdminReview and download acknowledgement historyAck Details provides user-level acknowledgement records for employees and Company Admins.View guide

When this guide helps

  • You need proof of acknowledgement
  • A user's completed history needs to be shared

What to do

  1. Open Ack Details and search for the employee or Company Admin.
  2. Use the available filters to narrow the user list.
  3. Select the user to review acknowledged documents and dates.
  4. Choose Download to create a professional PDF of that user's acknowledgement history.
Company AdminUnderstand plans, capacity, and additional usageThe subscription view combines included plan allowances, purchased capacity, current usage, and recurring charges.View guide

When this guide helps

  • Usage exceeds an included allowance
  • The expected monthly amount is unclear

What to do

  1. Open Subscription or Billing from the Company Admin navigation.
  2. Compare current usage with the effective allowance for each resource.
  3. Review additional capacity and recurring charges shown for resources above the included amount.
  4. Preview plan or capacity changes before confirming them.
Company AdminManage payment and subscription detailsPaddle securely manages checkout, payment methods, applicable taxes, and customer subscription actions.View guide

When this guide helps

  • A payment method needs updating
  • Billing contact details have changed

What to do

  1. Open Billing to review the company billing profile and subscription state.
  2. Update the company billing contact and address fields when needed.
  3. Use Manage Payment and Billing to open Paddle's secure customer portal.
  4. Review Paddle checkout details before confirming subscription changes.
Employee and Company AdminAn assigned document is missingMissing documents are usually related to assignment, publication, account, or active filters.View guide

When this guide helps

  • The employee cannot find an expected document
  • The document appears for one user but not another

What to do

  1. Clear the search and all document filters.
  2. Confirm the employee is signed in with the email used for the assignment.
  3. Ask a Company Admin to verify the document is published and assigned to that user.
  4. Review Current Assignments to confirm the document, recipient, and due date.
Employee and Company AdminSign-in or invitation access is not workingAccess issues often come from an incomplete invitation, mismatched email, or an inactive account record.View guide

When this guide helps

  • The invitation link was not completed
  • The signed-in email does not match the company record

What to do

  1. Confirm the user is signing in with the invited email address.
  2. Ask a Company Admin to review the account Status.
  3. Use Resend Invitation if the original invitation is no longer available.
  4. Contact Support if the account and email are correct but access still fails.
Company AdminCounts or list results do not match expectationsSearch terms, filters, status definitions, and pagination can change what a grid or dashboard displays.View guide

When this guide helps

  • A dashboard total differs from a visible page
  • Expected rows are missing from a grid

What to do

  1. Clear the search term and Reset all filters.
  2. Confirm the same category, document type, department, location, document, and status are being compared.
  3. Check the row count and pagination controls for additional results.
  4. Reload the page after recent changes if the displayed data has not refreshed.
Employee and Company AdminPrepare a useful support requestA few precise details help support reproduce and resolve an issue more quickly.View guide

When this guide helps

  • The Help Center did not resolve the issue
  • Unexpected behavior needs investigation

What to do

  1. Record whether the affected user is an Employee or Company Admin.
  2. Include the page name, company name, document title, affected user email, and due date when relevant.
  3. Describe the exact steps that caused the issue and the result you expected.
  4. Attach a screenshot that does not expose passwords, payment details, or other sensitive information.
Before contacting support

Quick checks for common questions

An assigned document is missing

Clear the employee document filters, then ask a Company Admin to confirm the document is published and assigned to the correct account.

A document cannot be acknowledged

Confirm the current document is open, the acknowledgement has not already been completed, and the acknowledgement statement is selected.

A document is missing from Assignments

Only published documents appear in the assignment wizard. Check the document status and publish the intended version before assigning it.

Dashboard or grid totals look unexpected

Clear active filters and compare the same category, document type, document, department, location, and status before reviewing totals.