Document Listing : Holistic Document Overview

Document Listing in PeopleX offering a holistic view of all generated documents, allowing quick access to documents, fostering transparency and simplifying retrieval.

To access a detailed overview of all generated documents, navigate to Document Management > Document Listing. Here's a quick guide on how to manage your HR documents efficiently:

• To release (email to the recipient) or download the document, tick the checkboxes next to the selected document and click the More Action button, select the option Release or Download.
• To export the entire HR document listing to Excel for reference, click the Export button.
• To view the details of a specific document, simply click on the icon to explore the details.
• Keep your document repository organized by using the delete button for unnecessary documents.

Learn more about Document Management.