Documents

Personal Document Notification

ComplianceDocuments

Installing this workflow tells Sense to notify an employee the moment a personal document that needs a read or signature is added to their profile, so review and sign-off don't get delayed.

How it works

Set your personal documents that need signing then let Sense alert employees

  1. To use the Personal Document Notification workflow, simply install it, Sense treats any personal document that requires a read or signature as the trigger.

  2. Then, every time one of these documents is added to an employee's profile, Sense will automatically pick it up.

  3. If the document needs to be read or signed, then the employee gets notified so they can action it without anyone having to chase them.

Common questions

What triggers this workflow?

A personal document being added to an employee's profile that requires a read or signature.

Who gets notified?

The employee the document belongs to.

Does it fire for every document added?

Only documents that require a read or signature, not general documents added without that requirement.