When going into the Documents module, you will land initially in the ‘Doc Directory’. This is where all of your uploaded Documents will live (except for employee-specific documents).
Common Documents Examples:
Document Tags (seen on the left hand side of the document directory) can be used to organize the documents uploaded to your company's Humi account. Toggling the checkbox beside tag names will apply a filter on your directory to only display the documents that contain all the tags that you have selected.
As your company grows, the directory will quickly follow suit and could become challenging to manage without adequate tools. For this reason, we strongly encourage making use of document tags as soon as you get started!
Document Tags are created during the uploading of a document. In the documents tag input field, users can search for pre-existing tags or enter a new name which will create the tag automatically.
Two options exist in order to make changes to the way your documents are tagged:
If you wish to change an existing document's tags, simply click the "..." in the document's page and select "re-name and edit tags".
If you wish to rename an existing tag and have the change applied to all documents that have been tagged with it, select "edit" in the dropdown for the document tag in the directory.
Each Document can have multiple tags assigned to them, meaning you can categorize your documents to a very granular level (ex: you can isolate all ‘Benefits’ documents, used during ‘Onboarding’, for ‘Full-Time’ employees, from ‘2019’).
Selecting a document will allow you to manage all options for that Document from the ‘Doc Preview’ and ’Employees Assigned’ tabs. You will be brought automatically to it’s ‘Doc Preview’ tab. Here, you can view the document you selected and toggle through it’s pages with the arrows in the top right corner of the document. For Signing Templates: Added annotation fields (ie: Signature, Textboxes, etc) will not show in the ‘Doc Preview’, as the preview shows the document in its uploaded state. To see and edit the annotation fields for this document, select the ‘Template editor’ button in the top right corner of the page.By selecting the ‘...’ in the top right corner, a drop down of options will appear to:
The PDF version of the original document
Who is was ‘Uploaded by’, the ‘Date Uploaded’, and the most recent date it was ‘Modified’