Document management
- Can documents be signed?
- Who has access to the documents?
- Can I create more folders?
- What storage capacity do I have in my Document manager?
- How can I upload documents from the web panel?
- Can I upload payrolls to the Document manager?
- What is the Document manager and how is it structured?
- Can folders not visible to the employee be created in the Document manager?
- What are general documents?
- What are shared and custom folders?
- Can I restrict access to shared folders for specific roles?
- What are document templates?
- How does document bulk sending work?
- What is Simple Signature and how does it work?
- How will the employee and administrator be notified regarding the signing of documents?
- How can employees sign documents?
- How can I use bulk sending to request employees to fill in and sign documents?
- How can I modify access to shared folders?
- Can I increase my Document manager storage capacity?
How can I upload documents from the web panel?
You can upload documents to all sections of the Document Manager. Just choose the section you are interested in (General, Shared, or Bulk Sending) and click on "Upload Documents". A window will open where you can choose the folder to which you are uploading the file. Please select the file or drag and drop it in the corresponding field.
You can request your employee's signature and add an expiration date. Once selected, you can select which employees will receive it in their Document Manager.
