Assign paperwork
Paperwork in Worknice can be assigned directly to individuals or groups of employees. You can assign a single template (form, document, or certificate) or an entire bundle all in just a few clicks.
Getting Started
Only Account owners can assign paperwork to people.
Methods of assigning paperwork
You can assign paperwork in three ways:
From the Paperwork overview pages
Go to the Paperwork section in the left-hand menu.
Select the relevant overview page (e.g., Expired, Expiring soon, Missing or Draft).
Click Add Assignment against the paperwork records shown.
From the All paperwork page
Go to the All Paperwork page from the Admin menu.
Click Add Assignment.
Choose either a single template or a bundle.
Select the owner (the person responsible for completing it).
Confirm your choice to assign immediately or save as draft.
Click Add Assignment.
The All Paperwork page is especially useful when assigning multiple items across the organisation in bulk.
From a person’s profile
Go to the People directory and search for the person.
Open their profile and go to the Paperwork tab.
Click Add Assignment.
Choose either a single template or a bundle.
Confirm whether to assign immediately or save as draft.
Click Add Assignment.
From the template record
Go to Settings > Templates.
Find the template you want to assign and click View.
From the template record, find the people you want to assign the paperwork too
Click Add Assignment button next to the person name.
This method is useful when you want to assign a specific template quickly without navigating through broader paperwork pages.
You're all done!
You can now assign paperwork in three flexible ways through the Paperwork overview pages, the All Paperwork page, or directly from a person’s profile. Whether you’re assigning an individual template or a bundle, Worknice makes it simple to deliver paperwork where it needs to go.
If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.