How to Ask a Team Member for Documents

Sometimes you need a document from someone on your team: a photo ID, a professional license, proof of insurance, a voided check, a certificate. Kamo lets you ask for it, collect it safely, and review it before it counts.

There are two ways to ask.

Ask everyone a package goes to

Add Requested Documents to a legal package. Everyone who receives the package is asked to upload them.

1. Go to Human Resources → Legal & Compliance and open a package (or create one).
2. Go to the Requested Documents step.
3. Click Add From Library to pick a common request, or Add a Request to write your own.
4. For each request, fill in:
   • What to Upload: a short name, like "Driver's License".
   • Instructions: what you need, in plain words. For example, "Front and back, all four corners showing."
   • File Types: PDF, photos, or Office files.
   • How Many Files: the fewest and the most a person may send.
   • Ask for the Expiration Date: turn this on for things that expire, like a license.
   • Review: use the package's setting, or say this item always (or never) needs a review.
5. Drag the cards to put them in the order people should see them.
6. Save and publish the package as usual.

The preview on the right shows exactly what the team member will see.

Ask one person, right now

Use a Quick Request when you need something from one person and don't want to build a package.

1. Open the team member's page and go to their Legal & Compliance tab.
2. Click Request Documents.
3. Give the request a name, write a short message, pick what you need, and choose a due date if you want one.
4. Decide whether someone should review it, and who.
5. Click Send Request. The team member is told straight away.

Choosing who reviews

In the package's Review step (or in a Quick Request), turn on Requires Review, then choose any mix of:

• Anyone With the Review Right: everyone who holds Review Legal Submissions.
• Specific People: name one or more reviewers.
• Their Manager: the person the team member reports to.

You can also give reviewers a number of business days to respond. Late reviews are flagged in the queue.

When review is off, a package is complete as soon as the team member finishes it.