How to request for a Document?
- Click Document tab.
- Click New Document Request.
- Select employee name or request for other team or department member (enable team or department member to request.
- Input the title of Document Request.
- Fill in the reason for applying the Document request.
- Attach documentation (as a proof) for overtime justification if deemed necessary.
- Select and set the approvers and consensus users for the request.
- 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.
- 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