Skip to content
Worknice Help Center home
Worknice Help Center home

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

  1. Go to the Paperwork section in the left-hand menu.

  2. Select the relevant overview page (e.g., Expired, Expiring soon, Missing or Draft).

  3. Click Add Assignment against the paperwork records shown.


From the All paperwork page

  1. Go to the All Paperwork page from the Admin menu.

  2. Click Add Assignment.

  3. Choose either a single template or a bundle.

  4. Select the owner (the person responsible for completing it).

  5. Confirm your choice to assign immediately or save as draft.

  6. Click Add Assignment.

The All Paperwork page is especially useful when assigning multiple items across the organisation in bulk.


From a person’s profile

  1. Go to the People directory and search for the person.

  2. Open their profile and go to the Paperwork tab.

  3. Click Add Assignment.

  4. Choose either a single template or a bundle.

  5. Confirm whether to assign immediately or save as draft.

  6. Click Add Assignment.


From the template record

  1. Go to Settings > Templates.

  2. Find the template you want to assign and click View.

  3. From the template record, find the people you want to assign the paperwork too

  4. 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.