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Question
How to group mandatory document acknowledgements for new starters
+1I’m looking for advice on how to set up the Documents module more efficiently for the following scenario.
We have several documents that are mandatory reading for new starters and require formal acknowledgement. Currently, this process is very admin-heavy. When a new employee joins, I add them to the People module, then for each individual document I have to manually add their name in the Distribution tab and the Copyholder/Acknowledgement field so they can acknowledge it. This has to be repeated for every mandatory document.
Is there a way to group these acknowledgements for new starters, so that all required documents are assigned at once rather than individually?
Any suggestions would be greatly appreciated. Thank you for your help.
Hi, from desktop version, you can create a virtual folder grouping all mandatory documents.
On the other hand, you can assign by default all new users to a “Joiners” group.
So, you just need to have a manual step (maybe 1/week or 1/month) to select all documents and click “Add Copyholders”:
Then, select the joiners group:
Once everything is OK, you can remove these people from joiners group.
Best,
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