If you need to add or remove an employee from an assigned document, this article will guide you through each step. We'll cover how to make these changes quickly and easily, ensuring that the right people have access to the most up-to-date documents.
How to Add an Employee to a Document
- In Documents, find the document and click on it to go to the Document Page.
- In the Employees Assigned tab, click the Assign button in the top right corner.
- Select the employees you want to assign the document to.
- Click Assign again to confirm.
Humi will send each selected employee an email and dashboard notification to sign the document.
How to Remove an Employee from a Document
If an employee no longer needs to sign or acknowledge a document, you can easily remove them:
- In Documents, find the document and click on it to go to the Document Page.
- Click on the Employees Assigned tab.
- Find the employee you want to remove, click on the three dots next to their name, and select Delete from the dropdown menu.
Important note
You cannot delete someone from a document if they have already acknowledged or signed it.
We hope this article helps you manage your assigned documents. You now know how to send reminders and add or remove employees from a document.