Once you have uploaded a document to Lattice, admins are able to send documents to employees to review.
- Navigate to Admin > Products > Documents.
- Select the document of interest > Send.
- Choose which employees to send the document to. You can use the filter and search, to find and select employees.
- Select Send.
Employees will receive an email notification from Lattice with a call to action to review and/or sign the document in our system. Even if there is no action requested, employees will be notified via email that a document was shared with them.
You can check in on the progress of the action and send reminders by clicking on the document of interest under the Review tab.