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📑 Bulk Document Creation: Unlocking document creation and signature requests at scale

  • 20 June 2024
  • 0 replies
  • 30 views

 

This post was originally posted on: 05.03.2024 by@Eike.
Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved.

 

Hi Community,

Have you ever struggled with creating documents and requesting for signatures across a large group of recipients at scale? Well, we’ve got some exciting news for you! 👇🏻

 

We understand that documents are an integral part of any HR process -  especially for HR teams who are constantly creating & distributing documents, and requesting signatures. These processes are also essential to ensure organisation compliance.

 

🤓Which is why we’re now thrilled to announce the introduction of Bulk Document Creation - an easier way for you to create and distribute documents at scale with easy to use templates + the ability to request signatures across multiple recipients at once. 

 

✨ Here is a look at some of the exciting functionality coming your way as part of Bulk Document Creation ⬇️

 

❇️ You can now create multiple documents simultaneously with easy to use templates

❇️ You can leverage pre-fill placeholders with employee data or customize in-flow

❇️ You can notify recipients of created documents via Inbox notifications

❇️ You can request for multiple signatures all at once via automated email

❇️ Finally, you can monitor the success of your bulk document workflows within Personio to ensure success or to identify bottlenecks

 

 

💡 The following ideas in our Ideation area will be affected by our new feature: (The posts linked below are only visible if you’re logged in to the Community & have a customer account:)

 

 

We look forward to seeing how you leverage these new features to simplify your document creation processes - and look forward to hearing about your feedback as we work to introduce more streamlined document workflows over the coming months.

 

For more information regarding Bulk Document Creation, visit our Help Center page.

 

 

The Voyager community team.

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