Uploading Documents to Client/SupplierPool

Owned by Mark Holland (Unlicensed)
Last updated: Sept 12, 2022 by Kelly CollinsVersion comment

Pool documents can be created when the same document is likely to be used multiple times. You can upload documents to a client document pool and/or a supplier document pool. Documents that have been uploaded to a pool can be assigned to multiple clients, workers and providers.

How do I upload documents to the client pool and the supplier pool?

The method for uploading documents to either pool is almost identical.

  1. From the menu bar, select Compliance; then either Supplier Document Pool or Client Document Pool.
    Any documents that have already been uploaded to the pool are displayed above the upload options:



  2. In the Upload new document(s) to the Pool area, in the Reference field, enter a reference for the document.
  3. In the Name field, enter a name.
  4. In the Version field, enter a version number for the document.
  5. Under Status, select whether the document is a Document or Information Request. An Information Request is not a document. It is simply a request for specific information, which you then send to recipients. A Document is an actual document, which you then need to upload to the pool. If the status is set to Document, you will need to set the Type; 
    1. For Acceptance - the document must be accepted by the recipient 
    2. For Information - the recipient doesn't need to accept this document it is for information only. 
    3. Pre Accepted - the document has already been issued and signed outside of RSM InTime but needs to be accepted by the recipient to acknowledge upload. 
  6. Click Upload to browse to the appropriate file on your machine.
  7. Click Upload Documents to add the document to the pool.
    The document is displayed in the document pool list.

How do I assign documents from the Pool to recipients?

  1. From the menu bar, select Compliance > Supplier Document Pool (for workers & providers), or Compliance > Client Document Pool.
    The documents that have been uploaded to the respective pools are displayed in the list.
  2. For the appropriate document, click Assign.
  3. The Assign Document screen is displayed. You can use the Search Options to search for a specific client/worker/provider, alternatively you can select the Assign checkbox against clients/workers/providers to assign from the list shown. If assigning to a Client, under the Manager dropdown you can select which manager is the recipient. 


  4. If you specified that this was a document, you can set the document Status, and enter a Due Date (which is mandatory for For Acceptance and Pre Accepted) and/or Expiry Date.
  5. Click Assign all Recipients if you want the document assigned to all the people in the  Recipient or Manager drop-down list.
  6. Click Assign.
    The document is assigned to the selected recipients.

FAQs

Q. Is there a limit to the Contract Document File size I can upload?

A. Yes. The limit is 10mb per file.


Q. Which Contract Document File format/type can I upload? 

A. Any file document types and image types are supported.


Q. Is there away to link or mass upload (e.g. via a csv file) contract documents in RSM InTime? 

Bulk uploading e.g. via a .csv file is not possible. If required, a single document in the document pool can be mass assigned.

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