Summary
This article will show you how to send out a new document to all Employees, Contractors, or Both within your organization. They will then receive an email to fill out this document.
You might want to do this if you have a new policy that all employees need to view and sign off on.
Video
Walk-Through
1) Start adding a document.
a. In the Documents tab, select "Add Document."
2) Fill out the necessary information.
3) Make sure the "Assign document and send notifications" checkbox is checked.
a. Pay attention to the "Worker Role Display" field. This document will be sent out to all the users who have the assigned roles indicated in this field (Employee, Contractor, or Both).
b. Once you hit "Upload Document", the active users who meet the role criteria (worker display field) will all be assigned the document to review.
c. Each of these users will also receive an email notifying them of the document to review.