AirMason

Rose Lunn

Joanne Suter

Vanida

Set up and customize your employee portal — including finding your portal URL.

Admin

Easily search for keywords in your documents on AirMason. Filter results by handbooks, handbook names, or page titles that include the searched term.

Guide to searching your admin dashboard

How to add a new handbook to your dashboard

Easily rearrange the order of your handbooks in AirMason to better suit your preferences and organizational needs.

How to rearrange/reorder handbook tiles on your admin dashboard

Share important news and updates directly through your team’s portal.

How to create an announcement for your employee portal

Learn how to navigate your admin dashboard — reorder handbooks, create announcements, and search with ease.

Admin Dashboard

This article will walk you through how to create a folder on your admin dashboard.

How to create a folder

How to delete a folder

This article is a step by step guide on how to transfer handbooks from one folder to another on your AirMason admin account.

How to move/transfer handbooks between folders

How to rename a folder

Holly Bryski

Learn how to move and reorganize folders in AirMason to keep your document management clean and structured.

Folders

You can have unlimited Collaborators with your subscription, and customized permissions within to ensure access only to the docs they need.

How to add a collaborator

Learn how to add collaborators and send welcome emails or activation links to bring your team into AirMason

Manage Organization

How to import multiple employees via CSV

How to add an individual employee

How to delete an employee

Automate the entire process with a few clicks.

How to send welcome emails/activation links

How to download your employees

The beauty of AirMason is in the ability to use Groups in order to create personalized document libraries for each member of your team.

Guide to Employee Groups on AirMason

Group your employees on AirMason to quickly assign, if not automate document access and make your HR process more seamless than ever.

How to create and populate an employee Group on AirMason

How to add employees to a group

Learn how to add, delete, group, and export employees in AirMason — all the essentials for keeping your employee list up to date.

Employee Management 

In this article, you'll learn how to give employees access to a handbook in your AirMason admin dashboard and send them a welcome email.

How to give employees access to the document

How to delete a document

Learn how to download your handbook as a PDF or Word Document.

How to export and download your handbook

How to duplicate a handbook

Changing a handbook tile's cover image is a simple process with two easy options: using a ready-to-use custom cover or uploading your own.

How to change a handbook's cover image on your admin dashboard

A comprehensive guide detailing the process of releasing your handbook(s) to your employees!

Handbook launch wizard: Overview

Learn more about the different ways to share your important documents via AirMason, for both internal and external use.

Guide to Handbook Security Settings on AirMason

There are multiple levels of access for securing and sharing your documents on AirMason; here's how to switch between them.

How to change your handbook security (employee access)

Please note that changing this URL will require updating any other places where the previous link was shared, as the URL will be new.

How to change your handbook's unique URL link

There are three methods for retrieving a handbook's preview link via the admin dashboard or in editor mode.

How to get a handbook's preview link

Explore changes between each published version of your handbook using the upgraded "View Published" tool, available exclusively on the admin side.

How to view and compare published versions on the admin side

Automatically email employees who are given access to a handbook.

How to create an automated welcome email for a handbook

Everything you need to manage your documents in AirMason — from launching and editing handbooks to adjusting security settings, URLs, and welcome emails.

Document Management

How to track and download your employees’ electronic signatures, viewing activity, and other important data.

Guide to Exporting Electronic Signatures and Activity Reports on AirMason

How to customize the signature message

Quick instructions on how to switch on or off read receipts, which track when your employees open a new version of the document.

How to turn on/off read receipts

Analytics

Customize signature messages, export signature reports, manage read receipts, and track engagement with analytics.

Signatures & Analytics

Your employee portal is the unique URL where those within your organization will login to view their personalized library of documents.

How to find your employee portal URL

In this article, you'll learn how to set up your custom employee portal.

Custom Employee Portal Setup

Employee Portal

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