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Request a document to be looked at 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 week ago

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

📎NOTE: To use this feature you will require a Sage HR user with administrator level permissions

  1. On the main menu, click Documents.

  2. This brings you to where all your company's documents are stored in Sage HR.

  3. Click Add new - an Add document modal will open.

  4. Fill in all necessary fields and mark the checkbox that says Ask to accept the document. Selecting this allows you to specify a deadline to accept this document.

  5. When finished, scroll down and click Upload. This uploads the document into your Sage HR account. Every employee you have selected to receive the acceptance request will get a notification on their Dashboard asking them to provide acceptance for the document.

They can either click Approve or Decline.

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

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