Streamline your document sharing by setting up distribution groups in Atlas-making it quick and easy to send documents to multiple employees at once.
Getting Started:
Your consultant will have already set up an initial contractual document distribution group for you.
To Add a New Document Distribution Group:
Go to Dashboard > Employees > Document Distribution Group.
Click Add Document Distribution Group.
Select a name for the distribution group.
Select the employees you want to include by clicking the kebab menu and clicking "Associate Employees."
Note: Employees must have a site assigned in their employee record for their names to appear in the selection list.
Using Distribution Groups:
When you distribute a document, simply select the relevant distribution group to send it to all members in one go.
Tip:
Document distribution groups save you time and ensure the right people always receive important documents.