To send documents in bulk

1. On your sidebar, head to Documents
2. Select Distribute files tab
3. Choose which type of process you are doing
   • Payslips
   • Generic files (same file to everyone)
   • Personal files
   • Document Template
     
4. Upload the files you want to send
   
5. Choose the splitting settings (depending on the flow):
   • Maintain original formatting
   • Split by employee

     

6. Choose the destination folder
7. Choose the e-signature preferences, choosing the employees and including if desired one person as additional signatory
8. Click on Upload document
9. Once the document has been uploaded, apply filters if needed, select the employees to whom we want to send the document (the payroll flow works differently) and click on send to employees

   

10. If you want to delete the document before sending it to the employees, click on the bin icon in the upper right corner of the document or on the three dots in the upper right corner where the list of employees is displayed

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 employee selector ranks employees by a match score computed from each file's extracted text (first name, last name, ID), most likely person first, and shows tags for the strongest matches. This works in both Personal files and Payslips.

The employees will receive a Notification via email and on Pending Task → Dashboard if the e-signature has been requested.

Track your bulk sends

Every bulk send is listed in the Distribute files tab, so you can follow it from start to finish and come back to it at any time.

• Every send in one list: payslips, generic files, personal files and document templates appear in one table with their type, sent date and status (for example To review, Sent or Discarded), including past sends.
• A page for each send: click a send to open it. The page shows its status, who created it, the date and how it was set up (for example Payslip · Split by employee).
• Review before sending: while a send is To review, confirm the person for each document and click Distribute. To cancel it, click Discard.
• Follow the delivery live: documents are delivered in the background, so you can leave the page and come back later. Each document appears in the send as it is delivered, with the employee, the folder it went to and the date it was sent.
• Open any delivered document: click a document to open it in the person's documents.
• Several sends at once: you can start a new send without discarding the one you are reviewing.

Document actions in bulk

1. On your sidebar, go to Documents
2. Open Employee tab
3. Mark all documents you want to download
4. Click on Actions
5. Select:
   • Hide
   • Make visible
   • Send reminder
   • Move
   • Download
   • Move to trash