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Shopl guide

3 Tips to Simplify Tedious Contract & Application Management!

01-24-2025
🤔Managing employee agreements and application forms is such a hassle!

I can’t track whether employees have viewed the document, so I constantly have to follow up. And when I send documents via email, some people miss them, forcing me to resend everything.

Even when I print and distribute documents manually, it’s hard to manage, time-consuming, and I’m always worried that an important document will get lost.Is there a way to organize document management more systematically?

🙆Say goodbye to paperwork chaos with Shopl’s E-Document Feature!

Easily manage consent forms, applications, and confirmation documents with Shopl’s digital document solution. Distribute documents instantly, track signature status in real time, and let completed documents be automatically organized.

Manage your documents quickly and seamlessly—without missing a thing!

1. Who Needs This?

  • HR managers handling frequent consent forms, applications, and confirmations
  • Supervisors struggling to track document views, leading to wasted time
  • Team leaders needing to distribute documents quickly to field employees
  • Managers looking for a more efficient way to prevent missing signatures and document mismanagement

2. Mastering E-Document Management: No More Missing Files, Real-Time Tracking, and Scheduled Distribution!

▪️ No More Missing Documents—Manage Everything in One Place!

Ever sent out a consent form only to find out someone didn’t receive it?

With Shopl’s E-Document Feature, this problem disappears. Simply organize all your documents in one place and distribute them effortlessly to the right employees.

Sorting documents by team and type makes management even smoother. For example, separate “New Employee Personal Data Consent Forms” from “Policy Change Acknowledgements” for existing employees, saving valuable time when searching for documents.

Categorizing documents also enhances organization, making it easier to track important records and boost efficiency!

▪️ Instantly Distribute Documents & Request Signatures

Need to send out consent forms or applications? Just a few clicks and employees will receive instant notifications and can sign documents right from their mobile or PC.

Because it’s mobile-friendly, field employees can review and sign documents immediately. You can track signature status in real time and follow up on missing ones—speeding up your workflow significantly.

Plus, reminders can be sent only to those who haven’t signed yet, reducing unnecessary back-and-forth and maximizing efficiency.

▪️ Set Scheduled Document Delivery for Automatic Distribution

Ever missed the right time to send an important document? With Shopl’s Scheduled Distribution Feature, you can automate document delivery at a specified date and time—no need to micromanage your schedule!

For example, you can schedule a “Policy Update Acknowledgement” to be sent right before employees leave for the day. This ensures no one forgets to sign, and the entire communication history is neatly recorded. Employees also receive a “Today’s Task” reminder before the deadline, reducing the risk of missed documents!

▪️ Use It for All Kinds of Internal Documents!

3. Frequently Asked Questions (FAQ)

Q1. Will I be charged extra for sending documents to a large number of employees?

A. No! Shopl allows bulk document distribution with no extra fees based on the number of recipients or file size.

You can send all necessary documents at once, reducing your workload and ensuring nothing gets lost. Manage your time and resources more efficiently!

Q2. Can I prevent employees from downloading documents?

A. Yes! Shopl offers strong security settings to keep your data safe.

  • Restrict document downloads in the app
  • Limit document sharing links
  • Restrict access by IP address
  • Prevent app screenshots

Simplify document management and communication with Shopl—it's easier than ever! 🚀

Learn more about E-Documents >
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