Configure Users to Receive Document Request Notifications

Document - Notify Users

How to configure Document Request Notifications

  1. Navigate to Reports -> Standard Reports.

  2. Click Documents under Employee Reports.

  3. Select the Notify Users tab.

  4. Click +Add.

  5. Select the user(s) who should receive notifications when employees submit document requests.

  6. Click Add to save the selected user(s).

📃Notes

  • The User Roles that can Approve Report Requests are Account Owner, Admin, Payroll User Edit, and HR User Edit.

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