Welcome to our Documents FAQs page!
At Humi, we understand that learning software can be tricky. This page is dedicated to answering the most frequently asked questions about our Documents module.
This resource is your go-to destination for quick insights and troubleshooting tips. In the Documents module, you can gather signed documents, ensure compliance, add warning letters to employee profiles and more.
Click on any of the questions below to get the answer you're looking for and make managing your documents easier and more efficient.
If you have a document that you want to ensure your employees have read but that doesn’t require a signature, you can assign an acknowledgment document.
Employees can confirm they’ve read and understood the information with this type of document.
This promotes accountability, keeps everyone informed, and supports compliance—all without the need for formal signatures.
Yes, you can do this when adding the document directly to an employee's profile.
In the "Who can see this file from the employee's profile" dropdown, select the specific roles (manager or admins) who will be able to see it.
Unfortunately, view-only documents can only be added to the Company Documents drive, which is immediately accessible to all employees.
Alternatively, you can add an Acknowledgment document to the Template Library. Although these documents don’t require a signature, they must still be assigned to employees for visibility.
If the "Save" button isn't available, it's because all required fields haven't yet been added to the document.
One example would be if you uploaded a document that requires 2 cosigners but only added one signature box. You should review your document to ensure all required fields are added.