To send documents in bulk

1. On your sidebar, head to Documents
2. Select Distribute files tab
3. Choose which type of process you are doing
   • Payslips
   • Same file to everyone
   • Personal files
   • Document Template
     
4. Upload the files you want to send
   
5. Choose the splitting settings (depending on the flow): 
   • Maintain original formatting
   • Split by employee

     

6. Choose the destination folder
7. Choose the e-signature preferences, choosing the employees and including if desired one person as additional signatory
8. Click on Upload document
9. Once the document has been uploaded, apply filters if needed, select the employees to whom we want to send the document (the payroll flow works differently) and click on send to employees

   

10. If you want to delete the document before sending it to the employees, click on the bin icon in the upper right corner of the document or on the three dots in the upper right corner where the list of employees is displayed

 Once the document has been sent, all users will find the document uploaded in their My Documents section in the folder defined. An email will be sent to the employee whenever a new document is uploaded.
 

 

The employees will receive a Notification via email and on Pending Task → Dashboard if the e-signature has been requested.

 

Document actions in bulk

1. On your sidebar, go to Documents
2. Open Employee tab
3. Mark all documents you want to download
4. Click on Actions 
5. Select: 
   • Hide
   • Make visible
   • Send reminder
   • Move
   • Download
   • Move to trash