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Document requests via the "Documents" tab

This article explains how to request documents via the "Documents" tab

Megghan Legault-Gagnon avatar
Written by Megghan Legault-Gagnon
Updated this week

The "Documents" tab allows you to request documents from your employees.


1- Request a document via the "Documents" tab

To make a request:

  1. Click on the "Documents" tab situated in the menu on the left

  2. Click on "Document requests"

  3. Click on "Create"

1.1 Choose your audience

1.2 Configure the document request

1.3 Decide if you want to activate auto-classification

And there you go! The last step is creating the document.


To send signature requests via "Shared documents", please refer to this article.

To create document templates, please refer to this article.

To create or modify the folder structure, please refer to this article.

To add or download a document in "Shared documents", please refer to this article.

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