How do I assign and approve documents? (manager)

This article explains how managers and owners with document permissions upload a document from the web panel, select employees or branches and define the expected response. After the assignment is sent, read confirmations or file responses can be reviewed in the same area and accepted or rejected using the available actions.

Role and persona

Managers and owners with document permissions.

Prerequisites

You need document permission, the document to assign and the target user information.

Steps

1. Go to Documents in the web admin panel.
2. Upload a new document or select an existing one.
3. Select the target employees or branches.
4. Choose the expected response type and, if applicable, a due date.
5. Send the assignment.
6. Review responses and use Approve or Reject.

Successful result

The document is assigned to the target users; response and review statuses are tracked in Documents.

Common problems