The Documents Module is an add-on feature. Contact your account manager to evaluate or enable this feature.
Overview
There are several different ways to request a document from people. Using the web dashboard, users will need to have the correct Group Permissions enabled to access these features.
You can send a request for a person to submit a document from
Documents > Document Types
Users > Documents
Manage Contractors > Documents
Manage Contractors > Inductees > Documents
Request Documents by Creating New Document Types and Marking Them as Required
Do this only for document types you have not created before to avoid duplicate requirements.
Requesting User Documents
To request/re-request documents from Users, mark optional documents as required or toggle required documents from optional to required.
Click on the People icon
Search for the User of interest
Select a User and go into their profile
Click on Documents
Put a tick on Required or toggle if you want to re-request a document
These documents will now need to be submitted by the user and approved before they can sign in on a kiosk.
Request Contractor Company Documents
To request/re-request documents from Contractor Companies, mark optional documents as required or toggle required documents from optional to required.
Click on the Manage Contractors icon
Select the contractor company of interest
Under the documents tab, click the three dots next to the document of interest and set it as required or toggle if you want to re-request.
Request Inductee Documents
To request/re-request documents from Contractor Workers/Inductees, mark optional documents as required or toggle required documents from optional to required.
Click on the Manage Contractors icon
Select the contractor company of interest
Under the inductees tab, click the name of a worker
Click the three dots next to a document and set it as required or toggle it if you want to re-request
