Document management
- Can documents be signed?
- Who has access to the documents?
- Can I create more folders?
- What storage capacity do I have in my Document manager?
- How can I upload documents from the web panel?
- Can I upload payrolls to the Document manager?
- What is the Document manager and how is it structured?
- Can folders not visible to the employee be created in the Document manager?
- What are general documents?
- What are shared and custom folders?
- Can I restrict access to shared folders for specific roles?
- What are document templates?
- How does document bulk sending work?
- What is Simple Signature and how does it work?
- How will the employee and administrator be notified regarding the signing of documents?
- How can employees sign documents?
- How can I use bulk sending to request employees to fill in and sign documents?
- How can I modify access to shared folders?
- Can I increase my Document manager storage capacity?
How can I use bulk sending to request employees to fill in and sign documents?
Through the Document manager, you can request employees to complete documents with form fields and/or sign them using bulk sending.
Follow these steps:
- Go to "Documents" > "General folders" and click on "Upload documents".
- In the window that opens, enable the options you need:
- "Request employee to complete the document": enable this option if you need employees to fill in a PDF document with form fields.
- "Request employee signature": enable this option if you want employees to sign the document with an advanced signature.
Do you want to take advantage of bulk sending to request signatures? You can do it!
What will happen next?
- You will receive a notification when all recipients have completed the requested actions.
- Since the whole process is online, you won't have to download or print files (and neither will the employees).
- You will have a copy of the document available to download at any time from the "Labor documents" folder.