Where to find documents in bulk

1. On your sidebar, head to Documents
2. Select Send in bulk
3. Select the Payslips

The payslips flow will Payslips belonging to the employee will automatically be merged together (based on First Name, Last Name and ID). First, the system will match them automatically. Then, you can also match them by hand to make sure all payslips are correctly identified and combined

Send payslips via payslips flow

1. Drag and Drop a PDF document
2. Define the Splitting settings
   1. Split by employee: Separate files will be created for each employee, containing only the pages specifically assigned to them from the original document.
   2. Maintain original formatting: Each PDF file will keep its original page formatting and be assigned to a specific employee.
3. Choose the Preferences
   1. Folder selector: Payslips
   2. E-signatures: If you want to request e-signatures, activate this feature and decide whether to include additional signatures.
4. Click on Upload Files

5. Once the document has been uploaded, check if it matched correctly with the payslip. If not click on change and assign the correct employee.

6. If by change you uploaded a page by mistake you can click on the trash icon on the bottom left, and discard the current page

7. After assigning all payslips to the correct employee, click on the Distribute button to distribute all payslips

Are you having problems with document upload? Check if the document is in text format

When you are trying to upload a document or send documents in bulk, one of the requirements is that the document is in PDF, not editable and in text format.

To know if the PDF is in text format:

1. Open a PDF Document
2. Click in Files
3. Select Properties and Sources: if the format is text, the different fonts used will be listed, otherwise, a blank space will appear.