Go to Team View, then Team Management › Documents.
Find the document you want to assign, select the three-dot menu •••, then select Assign.
In the Assign document task window, set up the assignment:
Documents: Search for and select one or more document templates (at least one is required).
Recipients: Add recipients individually or by group. You can choose individual team members, All active team members, locations, or departments (at least one is required).
Description: This comes with a default message. Edit it to include guidance or context for signers.
Notifications: Notify recipients via email and Notify recipients via text are both selected by default. At least one must stay selected.
Select Assign.
📌 You need the Assign company documents to active team members permission to assign documents.
？How does signing work when a document requires both a team member and a company signer?
If a document requires both a team member and a company signer, all signers are notified at the same time, unless Signing order is turned on for the document. To learn more, see Set a signing order for signer groups. Once all required signatures are collected, the completed document is saved in the team member’s profile, under the Documents tab.
Location access for documents
📌 Location access for documents is available where document location scoping is turned on for your account.
Documents now have a location scope, so both who can assign a document and who can receive it are controlled by location. This helps multi-location and multi-brand companies keep the right documents with the right teams.
Who can assign a document: An HR user can only assign documents within the locations they operate in, set by their location scope under Admin View › Access Control › Users. They can't assign documents outside a user's assigned locations.
Who can receive a document: only team members whose job location falls within the document's location scope are eligible. When you assign, team members outside those locations won't be available to select.
Q: Why can't I assign a document to a certain team member?
Q: Why can't I assign a document to a certain team member?
A: The document has a location scope and the team member's job location is outside it — or the document is outside your own location access. Check the document's locations and your access under Admin View › Access Control › Users. (Location access for documents applies where document location scoping is available.)