In this help topic, you will learn how to configure Document Management, which helps you to configure Document Requests and related approvals.

In Document Master, you have to enter Document Name to request and upload the documents.

To create a document:

1. Click on Document Request and Select Document Master in the sub-menu.
2. In the screen that opens, enter the Document Name.

Click on Save button to save details.

Document Request

You can request the employees to upload the document using this screen.

To create Document Request:

1. Click on Document Request and Select Document Request in the sub-menu.
2. In the screen that opens, click on New/ Bulk Entry.
3. Select the details such as Date of Request, Document, and Employee.
4. Fill HR Remarks if needed.

Click on Save button to save details.

The application will display the Document request to respective employee, Once the Request is Saved.

Approve/Reject Document

You can Approve/Reject the document uploaded by the employee.

To Approve/Reject Document:

1. Click on Document Request and Select Approve/Reject Document in the sub-menu.

2. The screen that opens will display the uploaded document details.

3. You can filter the data using the filters provided.

Click on Approve if the uploaded document is as requested else click Reject and enter the Rejection Remarks.

When a user with Employee Credentials logs in, he/she can upload documents.

Upload Documents

In upload Document, the user can upload the requested documents.

To Upload Documents:

1. Click on Document Request and Select Upload Document in the sub-menu.
2. The screen that opens will display the requested document details.

Click on Browse to upload the document.

After you complete the process of the uploading document, click on Complete. These uploaded documents will be visible to admin.