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Document Requests
14 articles
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: 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.
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.
E-Signature & Acknowledgment Levels
Three e-sign levels are available per document type. Use 'evidence' for legally significant documents, 'ack' for simple read-confirmation.
Creating Document Templates
How admins create document templates for distribution and collection.
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 Approval Workflow Configuration
How to add approval steps to document submission workflows.
Document Version Management
How to manage document versions for regularly revised policies like work rules.
Digital Collection of Onboarding Documents with E-Signatures
How to collect onboarding documents digitally with e-signature support.
Offboarding Document Management and Delivery Checklist
Checklist for creating, delivering, and collecting documents during employee offboarding.