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Request a document

You can request documents of any type from your visitors, contractors and employees to be submitted.

Updated over 4 months ago

The Documents Module is a 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

  • Workspace > Suppliers > Employees

  • Workspace > Users

  • Workspace > Documents > Document Types

  • Workspace > Visitors

Requesting New Documents from Suppliers

You can request documents from your suppliers employees. Your Supplier will always have one default user, so if its a company document send the request to this person.

  1. Click on Workspace

  2. Click on Suppliers

  3. Select a Supplier

  4. Click on Employees

  5. Select an Employee user

  6. Click on Documents

Choose one or multiple document types to send to the user for completion. The Supplier Employee will then receive an email notification with the relevant information to complete and submit.

Requesting New Documents from Users

At times you may require your Users to also submit documents and forms. These are typically employees but depending how you use the system they could be any type of user you have added.

  1. Click on Workspace

  2. Click on Users

  3. Select a User

  4. Click on Documents

Choose one or multiple document types to send to the user for completion. The User will then receive an email notification with the relevant information to complete and submit.

Requesting New Documents from Document Types

From the Documents module you can send requests easily. This will allow you to select one or multiple documents types and send them to one or multiple users.

  1. Click on Workspace

  2. Click on Documents

  3. Click on Document Types

  4. Select the Document(s) you want to request

  5. Click Request Document button

  6. Complete the pop up form and submit

The nominated users will then receive the notification including the information required and links to complete and submit forms and documents online.

Document Types

Request Document Pop Up Form

Requesting New Documents from Visitors

Visitors who have been recored in your account can also be requested to complete documents. You can look up their visitor profile in your account and send document requests to these people.

  1. Click Workspace

  2. Click Visitors

  3. Search and lookup your visitor

  4. Click on the visitor

  5. Click on Documents

  6. Click the SEND icon next to the document type

Find a visitor to request a document from

Send document request option

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