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Document Requestsยท์ง€์› ์ฝ”๋“œDOC-003 ๊ด€๋ฆฌ์ž / ๋‹ด๋‹น์ž์šฉ

Admin: How to Send a Document Request

Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.

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  1. 1.Admin menu โ†’ Document Management (Admin)
  2. 2.Click "Create Document Request" (top right)
  3. 3.Select category
  4. 4.Select document type (approval flow & e-sign level auto-applied)
  5. 5.Select target employees (multi-select or all employees)
  6. 6.Set a due date (optional)
  7. 7.Assign approver if simple approval is configured for the type
  8. 8.Click "Send"

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1- The request appears in the employee's Document Inbox1- A notification is sent to the employee1- Status is set to "Pending Action"

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If the document type has a template file (e.g., PDF), employees can download it, fill it in, and upload the completed version.

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Overdue unsubmitted requests automatically move to "Expired." Admins can manually send reminder notifications.

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Save a request as a draft during creation and edit/send it later (status: draft).

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Year-end tax form โ†’ send to all employees โ†’ due Nov 15 โ†’ track submission rate in real time from admin panel

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Document Management Overview

Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.

Admin: Setting Up Document Categories & Types

Before sending requests, set up categories and document types, including approval flow and e-signature requirements.

Admin: Reviewing, Approving & Rejecting Submissions

When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.

Employee: Receiving & Submitting Documents

When an admin sends a document request, you receive a notification. Check your inbox, acknowledge distributed documents, or upload and submit collected documents.

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Document Management Overview

Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.

Admin: Setting Up Document Categories & Types

Before sending requests, set up categories and document types, including approval flow and e-signature requirements.

Admin: Reviewing, Approving & Rejecting Submissions

When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.

Employee: Receiving & Submitting Documents

When an admin sends a document request, you receive a notification. Check your inbox, acknowledge distributed documents, or upload and submit collected documents.

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Bulk Document Distribution and Target Configuration

How to distribute documents to large groups and filter recipients.

Document Signing Flow with Electronic Signatures

How to execute documents like employment contracts using electronic signatures.

Document Category Design

How to structure document categories for clarity and usability.

Creating Document Templates

How admins create document templates for distribution and collection.

Document Version Management

How to manage document versions for regularly revised policies like work rules.

Document Approval Workflow Configuration

How to add approval steps to document submission workflows.

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