Getting started with document Requests

Requests in Docs is where you can view the status of files for you and others, and take quick actions in one dedicated place. Here you can track where documents stand and whether they need to be read or signed by you in Pending My Actions or by members of your team in Pending Other's Actions. Once the required action is completed (i.e read or sign), they’ll move to My Docs or People’s Docs.

How to view docs pending my actions

  1. From the left menu, select Docs > Requests.
  2. In Pending my Actions, view the documents assigned to you, the Assigned date, who it was Assigned by, and the action requested from you.
  3. Click Read and approve or Review and act to view the document.
  4. If you are required to sign a document, enter the date signed and your signature in each requested area, click Save.
  5. Click I have read and accepted or Finish.
    The request will be approved and the document will move to My docs or People's docs.

How to view docs pending for others

In the Pending for Others' section, you can view which documents are pending for other people to take action. You have the option to sort the documents either by the people assigned to take the actions on them or by the people the documents belong to.

  1. From the left menu, select Docs > Requests.
  2. In Pending Others' Actions, view the documents assigned to others, the Assigned date, who it was Assigned by, and the Signature flow.

    Note: As an Admin, you can delete a request in this area if a document request signature or read approval is no longer relevant to the employee.

How to set permissions for people viewing documents requests

Your requests permissions will define which options will be available to each user type in the Doc requests.

To set permissions for how people in the company can use and access Requests:

  1. From the left menu, select Settings > Roles & Permissions.

  2. Click Manage for the group you would like to manage doc requests permissions, such as Managers.

  3. From Manage Permissions, select the Other Employees tab.

  4. Select Docs on the lefthand side, then select Requests.

  5. Enable or disable Request read approval, View selected employee requests, and Manage selected employee requests.

  6. Click Save changes.