Request a document to be reviewed

• You can set up one or more uploaded documents to be reviewed within a task.
• The task assignee can review documents without having special permissions.
• If a review task is assigned to a team that does not have privileges to view uploaded documents, the task does not present any documents for reviewing. Instead this message appears: There are no documents. After a team member claims the task, saves changes and returns to the task, team members can then view the documents and complete task.
• From the Employees Instruction tab, click Request a document to be reviewed.

• Click Select the document type to be reviewed and click one of these options:

  • (Benefiter) Document Upload: Used when the upload is done by the event benefiter. (Benefiter) is whom the event is for. Example: New Hire Document Upload.
  • Employer Document Upload: Used when the upload is done by an event, person, or a team.
• Click Add Document Attribute.

  The Include Attribute for Matching pop-up opens.

• Enter the default value for the document title. It must match the document title as designated in the Document Upload task.

• Click Add.

  1. Tip: If there are more documents to be reviewed within this task, click Add Another Document Attribute and add another document.

• Click Next or Save.