Send reminders or add/remove employees from a document

When things get hectic at work, it's easy to put off tasks like signing documents. However, you can easily send a reminder to anyone who hasn't signed or acknowledged your document after checking the completion status.

This article will show you how to:

On the document page under the "Employees Assigned" tab, you can send reminders and add or remove employees from a document. 

How to get to the document page

  1. In "Documents," use the search bar or tags to find the document you need.
  2. Click on the document, and Humi will direct you to the document page.
  3. From here, click on the "Employees Assigned" tab.

Send reminders to all employees

From the "Employees Assigned" tab, click the "Remind All" button on the top right corner.

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Next, click the "Remind" button to send the reminder email and notification in the pop-up.

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Send a reminder to a specific employee 

  1. From the "Employees Assigned" tab, use the search bar or scroll to find the employee you need.
  2. Next, click the three dots on the right and select "Remind" from the dropdown menu. 

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Send reminders on multi-sign documents

  1. From the "Employees Assigned" tab, find the employee you need and click anywhere on the row. 

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2. The "Employees Assigned" pop-up will appear, displaying the signing status for each employee and a "Remind" button if they've not yet signed it. Click "Remind" to send a reminder to the cosigner.

Screen_Shot_2022-03-23_at_4.48.53_PM.png Add an employee to the document

  1. From the "Employees Assigned" tab, click the "Assign" button on the top right corner and select the employee(s) you want to assign it to.
  2. Once you've selected all the employees you need, click the "Assign" button. Humi will send them an email and dashboard notification to sign the document.

Remove an employee from the document

If you no longer need an employee to sign or acknowledge a document, you can easily delete them.

  1. From the "Employees Assigned" tab, scroll or use the search box to find the employee you want to remove.
  2. Click on the three dots on their row, then 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 because you now know how to send reminders and add or remove employees from a document. 

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