BambooHR automation: Upload completed documents to specific folders in BambooHR
3
votes
Anna Kovalchuk
shared this idea
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Tori Hall commented
Without this, it isn't really automation - as permission settings for different folders means that there would need to be manual input on the Bamboo side. For example, salary change letters would be shared with the manager but a form for life insurance, that wouldn't be. So to have them go into one folder is really only half the job
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With the automation 'Upload PDF to employee file on BambooHR when PandaDoc document status changed' - the ability to upload to a folder other than 'PandaDoc upload'
