The Upload & Track Documents process in the Documents & E-mails module enables the same document(s) to be uploaded and sent to one or more employees, who must mark the document(s) as read and, if configured, electronically sign the document(s).
To use Upload & Track Documents, you must first activate and set up the Document Tracking & Signing process.
This article explains how the process works and contains the following sections:
1. Using the Process
Navigate to: Administration >> Documents & E-mails >> Documents.
1. Select Add New Documents Kick-off.2. Click Upload & Track.
3. Enter a Name for the Document Kick-off to make it easier to find the kick-off later.
4. Enter a Reference to easily identify the process later.
5. Select the Document Category that the document will be uploaded to.
6. (Optional) select a Deadline for the document(s) to be read by.
7. Tick this box if you want to make an E-Signature Required for the document.
8. Select which Process you would like to use.
9. Click Save.
10. Once the document kick-off screen loads, click Add Files.
11. Upload the required document(s) using the Drag & Drop feature or by clicking the Upload File or Click Here buttons.
12. Click Close.
13. Click Add People.
14. Select one of the options:
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- Saved Searches - Choose a Saved People Search to add all people who meet the set criteria in that search.
- Saved Sets - Choose a Saved People Set to add all people who have been added to that set.
- Individual People - Search for people in the system and add them to the process.
15. Once you've selected all the people you want to add, click Add.
16. Click Start to send uploaded documents to selected employees.
2. Reading and Signing Documents
When using the Upload & Track Documents process, employees are required to read and, if configured, electronically sign the document.
For more information about this process, see: Reading and Signing Documents.