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How does document dispatch work?
Marietta Südkamp avatar
Written by Marietta Südkamp
Updated over a week ago

Document dispatch is a practical tool for internal company communication. Here you have the option of making documents available to your trainees and then filing them in the personnel file.

The first step is to select the recipients for your document. Here you have the option of filtering according to various categories. For example, you can send a document to all trainees in their 2nd year of training or to all trainees in the occupation "Office management assistant". You also have the opportunity to add a comment.

Next, you can upload the documents you want to send by clicking on the upload button. In the fourth step, you have the option of selecting whether or not you want to store the documents in the personnel file after sending them.

Click on the "Send document(s)" button to complete the process.

It is also possible to create your own category for the personnel file in the settings, in which the uploaded documents are then saved. To do this, simply go to the company settings and add your own category under "Individual categories personnel file / trainee documents".

Trainees also have the "document dispatch" area in their user interface. Here they have the option of uploading documents, such as their vocational school certificates. These are then stored in the personnel file.

💡 TIP: You can use the "To-do list" function to set your trainees the task of uploading their vocational school certificates.

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