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.
Click on Workspace
Click on Suppliers
Select a Supplier
Click on Employees
Select an Employee user
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.
Click on Workspace
Click on Users
Select a User
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.
Click on Workspace
Click on Documents
Click on Document Types
Select the Document(s) you want to request
Click Request Document button
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.
Click Workspace
Click Visitors
Search and lookup your visitor
Click on the visitor
Click on Documents
Click the SEND icon next to the document type
Find a visitor to request a document from
Send document request option
