Overview
The Employee Documents section allows you to view and manage documents for all the employees you have permission to access. Using filters and bulk actions, you can quickly locate files, update their visibility, move them to another folder, download them, send signature reminders, or move them to the trash.
When and why it should be used
- Find specific documents quickly.
- Manage several documents at once.
- Organize files across folders.
- Adjust visibility settings.
- Send reminders for pending signatures.
It’s especially useful for HR teams managing large volumes of documents.
How to Use
- On your sidebar, go to Documents
- Open the Employee tab
- Use the available filters - such as employee, document type, folder, or status - to locate the documents you need
- Select one or multiple documents using the checkboxes
- Choose an action from the top bar:
- Change visibility
- Move documents to another folder
- Download
- Send to trash
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Send signature reminder
- Confirm the action if prompted. You can choose to notify the employee or not
If bulk actions are not working ensure at least one document is selected and check whether the document type supports the action (e.g., only signature-request files can receive reminders).