How to see completed Onboarding forms or documents

By default, employees will only see their completed I-9s and W-4s. If you or your employee can't see their completed forms (documents), it is likely that the form the document was generated from is set to admin/manager view or admin only view.

An admin user can adjust that setting by navigating to Account > Settings in Onboarding. Find the form that you should be able to see but can't, and click the link to Edit that form.

At the bottom of the form edit page, there will be a field called 'Document Visibility'. Change who should be able to see those documents. The default setting is 'Only Administrators', which is why employees and managers cannot view completed documents created from this form.

When you Save the form, the documents will become visible to the users who they should on the Documents page of an employee's record.