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Document Tab Options

Document overview

When you click on the tab Documents, you can see an overview of all the documents that has either been generated or uploaded to your HR-ON Staff account. By default the overview displays all the documents, but should you wish to see your own documents only click on view my personal documents.

Double-click on the individual map to see its contents. Click on the map once to tick the box next to it. When you do this you have the choice of either deleting it or move it. You can tick off multiple maps at once to delete or move these. Do this by clicking on CTRL (on PC) and while holding this button down and then clicking on all the boxes you want to tick off. If you are a Mac user, use the CMD button.

You can search for a specific document or folder in the search field. To add a map or file use the button add a file or folder that you can find above the maps/documents.

Digital signatures

The tab digital signatures gives you an overview of all the documents you have send out for digital signature.

In the overview you can see which employee the document has been send to and when the document was added. You can also see how far the employee is in the signing process. If you have been invited to sign the document, you can also enter your own signature.

You can delete or edit the digital signature forwarding by clicking on the three dots on the right. Additionally, you can enter a log that lets you see who has accessed the signature forwarding.

Electronic signature

The tab electronic signature gives you the same overview as above. The only difference is that the documents you see here have been forwarded for electronic signature.

You can see details such as the document type, the date it was added, signatories and completion status and whether you have personally been invited to sign the document.

Upload documents

Upload documents through the document tab in your HR-platform. On the right side you can upload multiple documents at the same time - a so-called bulk upload. Click on bulk upload documents and simply follow the guide and complete by uploading a relevant template.

To learn more about the document tab, see these guides:

 
 
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