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Documents & company documents

When to use: Store employee IDs/contracts, or shared company files (policies…).

TaskMenu
Employee / company docs with expiry remindersOrganizationDocuments
Shared company libraryOrganizationCompany documents
Who gets expiry alertsSystem configurationDocument notifications

Steps — Documents

  1. Add document → choose owner (employee or company).
  2. Upload a PDF (typically max 5 MB).
  3. Set expiry or mark as no expiry → save.

Employees can manage their own files under AccountDocuments.

Expected outcome: Files are stored; upcoming expiries trigger reminders per settings.