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?
What is the Document manager and how is it structured?
The Document manager is the space where all your company-related documents are stored and where you can share them with employees. You can access it from the side menu >> Documents.
The Document manager is organised into these sections:
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General documents: send the same document to selected employees. Once uploaded, the document is automatically stored in the relevant folder for each employee. In this section, you’ll find folders such as check photos, receipts, work documents, payslips, tickets, and more.
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Shared documents: share documents with selected employees either in a common folder or in individual folders within their Document manager. Here, you can create shared folders or set up multiple folders per employee.
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Bulk sending: use this feature to send a large document to several employees at once. Simply upload a PDF, and the system will match identification types to deliver each employee their corresponding section of the document.
- Document templates: create document templates with form fields for bulk sending of documents personalized with each employee’s data.