Creating an Internal Document
Navigate to Document Types in the side navigation Documents > Document Types
Select the Add Internal Document button in the top right corner
3. Enter a custom title for your Internal Document (e.g. ‘Tax file number declaration’)
4. Select the Entity (i.e. is a Worker, Plant or Company Document) for the Document Type you are a creating
5. Optionally, add a Description and a File Template for your employees/workers to complete. For example, you can attach a blank form or file (such as a TFN declaration form) and use the Description box to provide instructions to your Workers to fill out and re-submit the completed form.
6. Click Create Document Type
You will then see the newly created Document Type in the Document Types List.
These documents can now be assigned to your employees/workers, plant & vehicles, or your Company
Assigning an Internal Document
To assign the document to one more employees/workers:
Go to Workers > Worker List
Select one or more Workers using the checkboxes and click Assign Internal Documents (s).
3. On the following screen, select the documents from the dropdown list (1), then click Assign Documents button (2).
The document has been successfully assigned, click the ‘Okay, got it’ button to go back to the Workers list.
Note: All Workers selected will be notified that new Document requests are on their Dashboard (i.e. they will receive a request to provide the assigned Documents).
Assign/Un-assigning an Internal Document for individual Workers
Internal Documents for individual Workers can be managed from each Worker’s profile
Go to Workers > Worker List
Navigate to the Worker Profile of the Worker you want to Unassign a document by selecting Worker List > Worker
Select Manage Internal Requirements
4. In this view, you will see all Internal Documents assigned to this Worker
5. Click the red minus (' - ') button to remove the Document request from this Worker or the Go to (' + ') button to assign a new Internal or Global Document.
If you have any questions about managing Internal Documents in your Contractor Account, please contact support@complyflow.com.au.