Assigning a Document

Once you have created and saved your Document you will then be able to assign the document to roles,groups or specific employees.

• If you have selected the show on Onboarding when creating the document it will appear for any new starts as part of there onboarding process.

• To assign your Documents navigate to the main Docubox page
• Once there navigate to your Actions symbols on the right
• Press to Assign the document

• Once you have pressed the assign button the next screen will appear
• On this Screen you can assign the document according to:

1. Role
2. Individual Employee
3. All Employees
4. Or Teams

• Once assigned it will appear either as an onboarding document for new starts to view if you have selected show at onboarding OR
• If it is a new document sent to existing employees, they will receive an automatically generated notification via email that they have a document.