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Bulk request a document from multiple existing staff

In vSure you can now bulk push out an SMSs and/or Emails to your existing staff to upload any new documents you need from them. 

To request a document from multiple employees, start from the Employees/Contractors - Current Tab:

1. Employees/Contractors | Current

Use filtering or Search to identify the relevant staff and use the selector box to choose who you want to send to:

BulkReq

2. Select the "Request Document" Button at the top

This button appears after you select staff:

BulkReq2

 

3. Select Document you wish to collect

BulkReq3

4. Nominate how you want to send (Email, SMS or Both) and select Proceed

BulkReq4

5. The System will check for existing requests - Proceed

This allows you to discard previous requests OR stop if you don't need to send a new request

Duplicate Check

6. Then edit the text of the SMS and/or Email and Send

Send