Module Overview

The Documents module provides admins with three methods of managing the distribution and storage of documents across their team. Each document type is tailored for specific use cases and comes with it's own set of features to help in accomplishing these.

There are two ways to manage documents in Humi: through the Document Directory or through a direct upload to an employee profile.

Using the Document Directory allows you to create reusable documents which can be assigned to multiple employees for acknowledgment or digital signing. Along with this ability come many useful tools for managing a large repository of documents and outstanding signature or acknowledgement requests.

Using direct uploads allows you to store previously signed documents as digital copies on employee profiles. With this feature available, the document tab in an employee's profile can provide you with a view of all the documents related to the employee.