This article shows you how to perform this task in both Classic and New experiences.
Steps for Classic Experience
The Offers Documents Tab can be used to view or download fully approved offers. This tab is permission-based and is not available to all users. Upon clicking the Offers Documents tab, located at the top right of the screen, you will be taken to the Approved Offers Documents page.
Use the following filters, available at the top of the screen, to narrow down the results.
Employee Name - Allows for retrieval of documents for a specified employee. Click the dropdown list to select the employee you wish to download documents for.
Department - Allows for retrieval of documents based on the crew member(s)'s department. Click the dropdown list to select the department(s) you wish to download for.
Document Name - Allows for filtering by the name of a document.
Document Tag - Allows for downloading of documents by "type" (such as I9, box rental, start form, etc.). Click the dropdown list to select the tag(s) you wish to download for. Note: Please contact Support if you have questions about the tags assigned.
Date Range - Allows for retrieval of documents approved within a specified period.
File Format Dropdown - Choose what kind of file you'd like, PDF, CSV, or ZIP.
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CSV reports include all form responses from fully approved offers plus key offer details, giving you everything you need in one clean, organized file.
Download Filtered Documents button - Once the necessary filters have been selected, click Download Filtered Documents.
Steps for New Experience
The Offers Documents Tab can be used to view or download fully approved offers. This tab is permission-based and is not available to all users. Upon clicking the Offers Documents tab, located at the top right of the screen, you will be taken to the Approved Offers Documents page.
Use the following filters, available at the top of the screen, to narrow down the results.
Employee Name - Allows for retrieval of documents for a specified employee. Click the dropdown list to select the employee you wish to download documents for.
Department - Allows for retrieval of documents based on the crew member(s)'s department. Click the dropdown list to select the department(s) you wish to download for.
Document Name - Allows for filtering by the name of a document.
Document Tag - Allows for downloading of documents by "type" (such as I9, box rental, start form, etc.). Click the dropdown list to select the tag(s) you wish to download for. Note: Please contact Support if you have questions about the tags assigned.
Date Range - Allows for retrieval of documents approved within a specified period.
File Format Dropdown - Choose what kind of file you'd like, PDF, CSV, or ZIP.
-
CSV reports include all form responses from fully approved offers plus key offer details, giving you everything you need in one clean, organized file.
Download Filtered Documents button - Once the necessary filters have been selected, click Download Filtered Documents.