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Document Requests·支援代碼DOC-003 管理員／人事專用

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 → 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).

使用範例

Year-end tax form → send to all employees → due Nov 15 → 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.

同分類文章

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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