Go to Team View, then Documents.
Find the document you want to assign, then select Assign.
Set up the assignment:
Documents: Select one or more documents to assign.
Recipients: Assigned by individual, location, or department.
Description: Include guidance or context for signers.
Notifications: Choose whether to notify signers by email, text, or both.
Select Assign.
？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. There is no signing order. 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 on HRIS V2 only.
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 to HRIS V2.)