The Teamgo Documents Module is a premium Teamgo feature. Contact your account administrator to evaluate or enable this feature. Documents Module is a required module for use of

  • Supplier Module

  • Customer Module

  • Vaccination Module

Overview

There are several different ways to request a document from people. Using the Teamgo web dashboard, Teamgo 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 the Documents > Document Types tab

  • From the Users > Visitors tab > select a visitor

  • From the Users > All Team Members or select a group tab > select a user

Requesting New Document Submission

Using the Documents Type method to request documents

  1. Login to Teamgo with your administrator account

  2. Under the Documents tab, click on Document Types

  3. Select the Document(s) you wish to send

  4. Click Request Document button

5. Complete the form fields in the Create Request window that opens.

  • Type the name/email of people you are sending the document(s) to. It should auto complete as you type (give it a few moments to search the database)

  • Enter a request submission Deadline date (optional)

  • Enter a request expiration Deadline date (optional)

  • Include a message or use the default one provided

  • Enable/Disable auto-resend request

  • Click "Send Now"

Your document request will then be issued by email to the people added to the Create Request list. Once send the request will need to be submitted before the expiration date set.

Using the Visitors Tab method to request documents

When you create a new document there are two components to complete based on your needs.

  1. Login to Teamgo with your administrator account

  2. Under the Users tab, click on Visitors

  3. Find and select the person you wish to send a document request to

  4. Click Request Document button

5. On the Visitors page you will see several options depending on your subscription features, click on Documents if its not already selected.

6. Locate the Document Type in the list you wish to send and click the Send icon

7. Complete the fields on the Document Requirement form that appears

  • Enter a request submission Deadline date (optional)

  • Enter a request expiration Deadline date (optional)

  • Select the "Send Request" send the request by email

  • Unselect the "Send Request" to store there request in the system only (note the person will not receive an email document request)

  • Include a message or use the default one provided

  • Enable/Disable auto-resend request

  • Click "Send Now"

Using the Users Type method to request documents

You can also request documents from your users. This is typical if you need Employees or Contractors to provide document evidence such as working permits, insurances or vaccine certificates.

  1. Login to Teamgo with your administrator account

  2. Under the Users tab, click on the All Users or select a group

  3. Find and select the person you wish to send a document request and click their profile to open the users profile page

  4. Select the Documents tab from the menu options

  5. Locate the Document Type in the list you wish to send and click the Send icon

6. Complete the fields on the Document Requirement form that appears

  • Enter a request submission Deadline date (optional)

  • Enter a request expiration Deadline date (optional)

  • Select the "Send Request" send the request by email

  • Unselect the "Send Request" to store there request in the system only (note the person will not receive an email document request)

  • Include a message or use the default one provided

  • Enable/Disable auto-resend request

  • Click "Send Now"

For further assistance with Documents please contact [email protected] with your enquiry and we will help you get setup.

Did this answer your question?