Documents & company documents
When to use: Store employee IDs/contracts, or shared company files (policies…).
| Task | Menu |
|---|---|
| Employee / company docs with expiry reminders | Organization → Documents |
| Shared company library | Organization → Company documents |
| Who gets expiry alerts | System configuration → Document notifications |
Steps — Documents
- Add document → choose owner (employee or company).
- Upload a PDF (typically max 5 MB).
- Set expiry or mark as no expiry → save.
Employees can manage their own files under Account → Documents.
Expected outcome: Files are stored; upcoming expiries trigger reminders per settings.