• Using assignment sequences (Assignment Flows)

  Assignment sequences—also called automated flows—in BlueDocs allow administrators to automatically assign documents and training materials to users based on specific triggers, such as their job title. This automation reduces manual workload and ensures that team members receive relevant documentation and training as soon as they join the organization or update their profile. What Are Assignment Flows? Assignment flows are automated workflows that: Trigger when predefined conditionsSome readers

• Monitoring assignment status and completions

  BlueDocs provides comprehensive tools for administrators and managers to monitor document assignment status and track completions across their organization. This monitoring system helps ensure training compliance, policy acknowledgments, and overall document engagement. Where to Monitor Assignments 1. Assignment Management Dashboard (Primary Tool) Location: Settings → Assignments tab This is your main hub for monitoring all document assignments in your organization. Key FeatureFew readers

• Manually assigning documents, training, and policies

  Manual assignment in BlueDocs allows administrators and managers to directly assign specific documents, training modules, and policies to individual team members or groups. This ensures that important content reaches the right people at the right time, with optional due dates for accountability. Who Can Assign Documents? Document assignment permissions are role-based: Administrators: Can assign any document to any organization member Managers: Can assign documents based on orgaFew readers