Assigning Docs and Doc Status

How to share a doc

There are two ways to assign a doc to your employees.

The first way is to navigate to Docs → Company Docs → Upload Docs, or choose from the docs you already have there. Once you have the doc you want, select it using the checkbox on the lefthand side, and navigate to Actions → Read Approval. The employee will have to verify that they have read this document. See below

If you'd like to simply send a document to an employee's Docs folder (without requesting read approval), you can share a Folder of documents with a group of employees using the Folders tab on the left hand side. See below:

The second way to share a document is from the People directory. Select one or more employees by ticking the box next to their name → Actions → Documents → Request Read Approval. 

You can also use our filtering tool to select a certain site or department. Sharing made easy! 


You can then keep track of the employees who have read the document by navigating to Docs → Company Docs → selecting the document you want → Actions → Status. 

The status will appear and show you:

  • All the employees you have shared it with, alongside their relevant data

  • The date you shared it, the status (Read or Awaiting approval)

  • The date the approval was sent 

That's it!

Need more help? If you're unsure about anything, please send us a message through the chat icon below.