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How do I change who I'm sending a doc to?

Changing doc person1:20

"How do I change who I'm sending a doc to?"

If you've got a doc open to send to a person, but you accidentally picked the wrong person, you can change who it's sent to.

To change which person you're sending a doc to:

  1. First, select the doc on: MenuDocs ... all
  2. And select a doc.
  3. Then select the person to send the doc to.
  4. Once the doc's send page slides out on the right, to change who the doc's sent to, open the bottom menu:
  5. Then tap: Change person
  6. If the name of a person's grayed out, it means that you don't have permission to sent a doc to the person.
  7. Next, from the names that aren't grayed out, select the new person to send it to.
  8. And you'll see that the doc's reloaded, and has now been updated with the details of the new person instead.
  9. And finally, if you're ready to send the doc, tap: Send this to... (at the bottom)

Keep in mind that:

  • Usually you need to be an org admin, manager, or supervisor to send a doc to another person in your org.

And that's it! That's everything you need to know about how to change which person you're sending a doc to!

Updated: Sat, Feb 10, 2024.

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www.1st.money/help/HR_Docs/How_do_I_change_who_I'm_sending_a_doc_to