Document Management

The document system allows you to create, classify and distribute documents to employees in an organized way.

Document Categories

Documents are organized by categories, configurable in the Document Categories section:

• Payslips
• Contracts
• Workplace safety
• Internal communications
• Company policies
• Other custom categories

Creating a Document

1. Go to the Documents section
2. Click Add
3. Fill in the fields:
   • Title — document name
   • Category — select or create a category
   • File — upload the file (PDF, DOCX, images)
   • Recipients — choose to assign to all or specific users
   • Expiry date — optional
   • Description — optional
4. Save and publish

Assigning Documents

Documents can be assigned to:

• All employees — visible to all company users
• Selected — specific employees or groups

When a document is published, recipients receive a push and/or email notification.

Document Actions

Employees can perform actions on assigned documents:

• View — open the document
• Download — download the file
• Sign/Accept — confirmation of acknowledgment (if required)

Search

Document search allows you to quickly find:

• By title or keywords in content
• By category
• By recipient
• By status (active, expired)

Company Documents

In company mode, the Company Documents section shows all company documents with the ability to manage them directly.

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Note: Uploaded documents are securely stored and accessible only to authorized users.