To send documents in bulk
- On your sidebar, head to Documents
- Select Send in bulk
- Choose which type of process you are doing
- Same file to everyone
- Personal files
- Document Template
- Upload the files you want to send
- Choose the splitting settings
- Keep documents with all their pages
- Split pages as new documents
- Combine all documents into one
- Choose the destination folder
- Choose the e-signature preferences
- Click on Upload document
- Once the document has been uploaded, apply filters if needed, and select the employees.
- You can change the additional signer by clicking on the user currently assigned as the additional signer.
- Click on Send to X employees
💡 Once the document has been sent, all users will find the document uploaded in their My Documents section in the folder defined. An email will be sent to the employee whenever a new document is uploaded.
❗ The employees will receive a Notification via email and on Pending Task>Dashboard if the e-signature has been requested.
To download documents in bulk
- On your sidebar, go to Documents
- Open Employee
- Mark all documents you want to download
- Click on Actions and select Download
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To delete documents in bulk
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Move to Trash
To send e-signature reminders in bulk
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Send Reminder
To move documents in bulk
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Move
To change the visibility of documents in bulk (hidden/visible)
- Go to Documents
- Open Employee
- Mark all documents you want to delete
- Click on Actions and select Make visible or Hide
💡 Create your own documents templates
Did you know Factorial offers you a list of variables that automatically fill in tyour employees information in a document template? Know more about it!