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Request a document to be accepted by another employee
Request a document to be accepted by another employee

How upload a document, notify an employee to look at it, and receive their acceptance of the document in a single workflow.

Daniels Korens avatar
Written by Daniels Korens
Updated over a month ago

Use Sage HR to help with the timely delivery of all necessary documents directly to your colleagues, and getting their acceptance for those documents in due time.

📎NOTE: Access to upload documents for someone else depends on your permissions.

When you upload a document as an admin user, after you select the employees the document will go to, you can request those employees to have to accept it.

  1. When uploading a document as an admin, select Require employee to accept documents.

  2. If required, set a deadline.

After you upload the document, every employee you selected to receive the document gets a notification on their Dashboard. This asks them to provide acceptance for the document.

They can either click Approve or Decline.

Approving or declining the document records a status which is made available for an administrator to see in the Documents section.


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