What is the document manager and how is it structured?

The document manager is organised into these sections:

• General Documents: Send the same document to selected employees. Once uploaded to the system, the document is stored in the relevant folder for each employee. In this space, you'll find folders like check photos, receipts, work documents, payslips, tickets, etc.

• Shared Documents: Share documents with selected employees in either a common folder or individual folders within their document manager. In this space, you can create shared folders or multiple folders per employee.

• Bulk Sending: From here, you can send a large document to several employees at once. Upload a PDF, and the system will match identification types to deliver each employee their corresponding section of the document.

• Document Templates: In this space, you can create document templates with form fields for bulk sending of documents personalised with each employee’s data.