Attachments in Document Settings

The Admin can now configure an uploaded document to allow employees to attach a document(s) after signing.

How to Configure Attachments in Document Settings

Click on the link above to watch the step by steps.

1. Login to Symply
2. Go to Documents
3. Select Upload Documents (on the right hand side)
   1. Choose a File and Upload
   2. Click on Employees can upload additional document
   3. Submit
   4. Click on Assign to assign the documents to the employee
   5. Select the Employee
   6. Submit
      
      1. Employee Instruction:
         1. Employee will log into Symply
         2. On the Dashboard it will say "You have been assigned a document"
         3. View the document
         4. Select Attachments and upload required documentation 
         5. Click on Sign
         6. Employee will enter full name and click Save
4. On the dashboard it will prompt you that the employee has signed the document
   1. Click on completed task
   2. It will say "Marked as Read" in green on top

1. 1. 1. This is optional, and so the employee is still able to sign the document successfully, even if they don't upload any attachment.

The document settings options include:

• Employee can upload additional document: This means the assigned employee may upload a document as an attachment after signing.
• Require employee to upload additional document: This means the assigned employee must upload a document as an attachment after signing.

The Admin can view all attached documents for each assignee in the "Assign" screen.