Here is a summary of the features available in the documents tab of the employee profile.
Adding and Editing documents
From the employee profile, in the documents tab, click the + Add button. Select the document you wish to add by browsing your computer.
Once the first document has been uploaded, the following actions will be available by clicking on the three vertical dots (⋮) next to the document: Move to, Download, Rename, Show Preview, and Delete.
To share the document with the employee, simply set the toggle to Yes.
⚡ Note: A single folder can contain both shared and unshared documents.
Creating and Managing Folders
By default, the Permanent Folder is present and cannot be renamed or deleted.
To create another folder for this employee, click on the + Add button in the custom folders section. Once the folder has been created, you can rename or delete it.
Manually created folders will be visible to the employee even if none of the documents inside have been shared with them. They can also add their own documents to these folders.
To filter documents added by the employee, use the Added by employee filter.
E-Signature Integration with Documents Tab
This feature allows documents signed via the electronic signature module to be automatically integrated into the employee's file. When sending a document to be signed by the e-signature module, the add to profile option will be available.
If this box is checked, as soon as the document is signed, it will be sent by default to the Permanent Folder in the employee's profile. It is possible to send the same document to be signed by different employees and determine in the profile of which employee(s) the system will send a copy of the signed document.
All signed documents are tagged as Signed by employee (in the documents tab of the employee's profile), making it easy to filter and identify.
⚡ Note: You cannot send a document for signature directly from the employee's profile. This action must still be initiated from the e-signature module.