Document Category Design
How to structure document categories for clarity and usability.
Document Category Design
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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: 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.
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Before sending requests, set up categories and document types, including approval flow and e-signature requirements.
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Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.
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Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.
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