From MintHCM Wiki

Name: Documents
Tech Name: Documents
Class Name: Document
Type: Standard
Template: Security_groups, Assignable, Basic
Custom Module: No
Auditable: No
Importable: No
Reportable: Yes
Hide module on Main Page: No

Short Description

Stores electronic versions of documents

  1. MintHCM-Documents-List View.png
  2. MintHCM-Documents-Record View.png

Business Description

Documents is a module where electronic versions of documents can be stored. They can be uploaded from the subpanel Documents in other modules or created in this module. Documents can be added in modules such as:

These are also subpanels in the record detail view in the Documents module itself. There can also be added materials and documents used for marketing and commercial purposes. The system allows to set the appropriate document category from values such as: Marketing, Knowledge Base, Sales.

The range of possibilities for adding different types of documents is wide. There can be attached documents with various extensions, for example doc, xlsx, pdf or jpg. The attached file can be downloaded by all users who have access to it by clicking on the file in the File Name field.

Subsequent changes made to the document are marked with the revision number. Revisions can be added from the Document Revisions subpanel located under the detailed view of a document record. Subsequent additions of a revision change the number in the detailed view of the document.

The Document record can have various statuses: Active, Draft, FAQ, Expired, Under Review or Pending.

It is also possible to create a links between different documents and their revisions.

The system allows to specify the type of document: EULA, Mail Merge, NDA, License Agreement.

Custom Actions

Action Type Short Description
Download document Other The action allows to download the attached document.
Linking two documents EditView Button This action allows to link one document to another.


Related Processes

ProcessShort Description
Competencies and SkillsManagement of employees' competences and skills
Create new DocumentProcess of creating a new document in the documents module.
Employment HistoryThe description of functionalities enabling documentation collection and analysis related to terms of employment of employees
Job DescriptionThe description of the functionalities associated with workplace
Leave ManagementManaging employee absences in the office
OffboardingHow to start and conduct an offboarding process
OnboardingHow to start and conduct an onboarding process
RecruitmentThe recruitment process with a description of all records needed to carry it out
Travel and ExpencesMeeting clients is crucial for building fruitful business relationship. Attending fairs can help to obtain valuable contacts. Sending employees to conferences and meet-ups develops company's human capital. All travel-related activities management is available in MintHCM.

Related Process Steps

Related Features

Affected by


Related Integrations



LaftTypeRightShort DescriptionRelationship
Documentsone-to-manyDocument RevisionsOne Document record can have many related Document Revisions records, but a specific Document Revisions record can be related to only one Document record.Relationship: Documents - DocumentRevisions

Mentioned in other articles

Technical Description

Dev Notes