This step involves setting up the basic document information and uploading the document file.
Enter the document name. This is a mandatory field, with a maximum of 50 characters.
*After entering the document name, you can save it as a draft. The draft will be saved in the document folder with the status “Saved as draft,” and you can continue editing it at any time.
Input any instructions (optional) with a maximum of 1,000 characters.
These instructions will be delivered to the recipients along with the document when sent.
Click the [Select file] button, and when the file upload window appears, select the original document to upload.
You can upload contracts or other document files you have used before.
*Only PDF files under 10MB can be uploaded. If the file is in another format, convert it to PDF before uploading.
Once all settings are complete, click the [Next step] button at the bottom right.
*If the document name or file is not entered, you cannot proceed to the next step.
This step involves adding the necessary content to the document using various components such as text and member information.
For detailed explanations of each component, refer to the following document:
Click on the desired component from the left panel, then click the desired location in the document to set it.
Click on the component you have set on the right, then click a new location in the document to change its position.
After selecting the component, you can click it again to add any additional settings or content as needed.
To cancel a component, click on it and then click the trash bin icon to delete it.
*If there are missing content in any component, you cannot proceed to the next step.
In this step, you'll specify recipients and references, and preview the documents for each recipient.
1. By default, the "Not designated" option is selected for references.
2. To designate a reference, click the pencil icon next to the option.
3. Choose from options such as specific groups and job titles, upper-level group leaders, or specific leaders, and click [Confirm].
*References can only be designated by administrators or leaders.
*References can be modified at any time after the document is sent.
1. Click the “+ Select recipient” button.
2. Choose from options such as All employees of the company, specific groups and job titles, or specific employees, then click [OK].
After selecting recipients, you’ll see the list of documents each recipient will receive.
You can review the recipient details and the document content. To preview, click the [Preview] button on the right.
If you've used the "Text by Recipient" component in the content settings, you can enter recipient-specific content in the recipient settings step.
1. Click the [Bulk Text Input by Recipient] button at the top right of the list.
2. Click the [Download Excel File] button, download the file, and input the content for each recipient in the Excel file, then save it.
3. Click the [Search] button, and when the file upload window appears, select the saved file.
4. Click the [Apply] button at the bottom right.
5. You can now review the recipient-specific content entered in the list.
Once the document settings are complete, you can send it to the recipients.
1. To schedule the document for future delivery, click the [Schedule Send] button at the bottom right of the recipient settings step.
1-1. Set the desired future time for sending the document, then click the [OK] button.
*You can cancel the scheduled send before the scheduled time.
2. If you want to send the document immediately, click the [Send Now] button at the bottom right of the recipient settings step.
3. After confirming the document name, instructions, and recipient details, click the [OK] button.
4. You can review and manage the sent and scheduled documents in the document folder.