How to access Documents layout.
We are happy to introduce our new and enhanced layout for the Employee Documents.
You can view the Documents table from Company > Employee Documents.
The Documents table can also be accessed from the dashboard of Expiring documents and Missing documents.
The Documents module features:
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You can now easily and quickly access the documents with clickable links to get the desired data quickly for:
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Documents expiring in (present and next 3 months)
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Expired documents
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Draft documents
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Missing documents
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2. You can get the required information on the documents that are uploaded on the platform with bulk options to Delete, Edit, and View the documents along with a new quick preview option on each document which will no more create hindrances for the Super Admin.
3. You can now Search, use quick filter options, and sort to get the desired information on the Uploaded documents.
4. Super admin can now also view Missing documents in a separate tab to track the mandatory documents that are missing and for which employee.
Reminders can also be triggered to employees with the bell icon against each document type.
5. You can filter the Missing documents by "document type" and "Reminder sent in last 7 days".