Summary
This article shows how to re-assign or re-issue a document to a worker (employee or contractor).
You may want to do this if a worker has already filled out a document, but did so incorrectly, and needs it re-issued so they can fill it out correctly.
You may want to do this if you have already assigned a document to the worker, but then made a change to the document, and want to send out the new version.
If what you want to do is send a current user a document which they have not been issued before, see this article on assigning documents to workers.
Walk-Through
Login as an administrator and follow these steps:
1. Navigate to the worker page of the worker you want to re-send a document to. To directly go to this page, click on the "edit" button on the right hand side in the home page next to the workers name.
2. Click on the "Forms & Documents Tab."
3. Now you will see a comprehensive list of documents assigned or available to assign to this worker. Hover over the helper tooltips for more info to help you, and hit the icon in the "reissue" column to re-issue any given document.
4. Once you hit the icon, you will see this screen:
This screen allows you to confirm the details of both the worker and the document you are re-sending to them. Since the document might have changed since the last time you sent them that document, that information could be captured here, when it applies. Hit "Confirm Reissue" to re-issue the document.
5. Here is the success bar you will see after confirming to send the document again:
Now that document is waiting in that worker's account. No email is sent to them at this time, so you will need to communicate with them to tell them to login to their account to access that new, pending document.
6. When the worker logs back into their account they will be notified if the reissued document (if they've already filled out paperwork in the past).
The worker can then click on the link and fill out the new re-issued document.