Create Campaign
Choose recipients and active document versions. The send rules still block missing email, duplicate active envelopes, and trainee employment packs before training is passed.
Preset Campaign Templates
New Trainee Onboarding
Training Requirements plus Office Rules and POPIA for selected trainees or all trainees.
Existing Staff Office Rules/POPIA
Office Rules and POPIA for all active staff or selected staff.
Passed Trainee Employment Pack
Letter of Appointment and Employment Contract for people with training_passed status.
All Staff Re-Sign Pack
Office Rules and POPIA, Letter of Appointment, and Employment Contract for all active staff.