How to request for a Document?

  1. Click Document tab.
  2. Click New Document Request.
  3. Select employee name or request for other team or department member (enable team or department member to request.
  4. Input the title of Document Request.
  5. Fill in the reason for applying the Document request.
  6. Attach documentation (as a proof) for overtime justification if deemed necessary.
  7. Select and set the approvers and consensus users for the request.
  8. Click Submit button to officially file the document request. Check the Document Request page to see if the request is successfully added to the list.
  9. Click Reset button (if not yet submitted), if changes are incorrect.

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Filing Different Kinds of Requests

Import Documents to Document Request

Insert Description Template

Card Document Request