Documents

From MintHCM Wiki

Documents
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


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


Business Description

Documents it is a module where can be store electronic versions of documents, which can be added 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 add 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.

There can also be added the next version of the same document by using the Documents Revisions subpanel.

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 theirs revisions.

Custom Actions

Processes

Related Processes

ProcessShort Description
Analytics
Competencies and SkillsManagement of employees' competences and skills
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 na onboarding process
RecruitmentThe recruitment process with a description of all records needed to carry it out

Related Process Steps

Related Features

Affected by

Initiating

Related Integrations


Structure

Relationships

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