Help centre
How to onboard your people with WorkZerk. Onboarding with WorkZerk yourself? Open the help for staff & contractors.
No articles match. Ask us directly →
Getting started
Portals
- Private notes for one person
- Custom wording on the portal
- On-site check-in and roster
- Grouping people into teams
- Notes from your people
- Portal files
- Portal lifecycle: open, closed and deleted
- Portal links
- Portal notes
- Registration templates
- Resending and revoking a link
- Self-registration
- Naming your people and portals
Requests
- Creating requests for documents and info
- Asking someone to sign a PDF
- Attaching a document or video to a request
- Document retention (auto-delete approved files)
- Document compliance
- Keeping sensitive information private
- Request packs
- Reviewing and approving uploads
- Starter request packs by country
- Requests dashboard for one portal
- Requests screen for all portals
- Request and answer change history
Contacts
Tasks and automations
Files
Terms
Emails and notifications
Branding
Reports
Account and billing
- Profile and display name
- Data subject rights
- Deleting your account
- Exporting your data
- Inactivity and automatic deletion
- Managing your subscription
- Refunds and changing plans
- Resetting your password
- Sharing your account
- Time zones
- Two-factor authentication
- Verifying your email address
- Active people and your plan allowance
- What to put in your own privacy policy
Troubleshooting
Still stuck?
If you didn't find what you needed above, open a help ticket and we'll get you sorted. You'll get a private link to track replies.