In this article, we will teach you everything you need to know about handling documents in SameSystem, so you can optimize your administration time when handling tasks regarding documents. We'll learn about the document overview, as well as how to add documents to a user card below.

If you are looking for guidance on how to specifically add documents to contracts, we recommend checking out this step-by-step article instead 🙌

These are the topics we'll cover in this article. You'll reach all of them as you scroll down, but if you'd like to skip to a specific topic, click on the below links to open the given article in a new window:

There are two main document areas in the system. Let's take a closer look at both of them.

The document overview is exactly what it sounds like - an overview of the users' documents. This is the place we want to be when it's more important to see the status of the documents from several users at the same time, rather than the specific document details per employee.

1. Start by navigating to the user list via HR - Users.

2. Click on the overview called Documents. Here you'll see a list of your users, followed by columns describing the status of their documents.

If you click on one of the users, you'll be directed to their user card, where you can inspect, delete, or add documents for that specific user. Notice that you'll be directed straight into the Document tab inside the user card. This is the second main area of the document feature. Let's take a closer look at that now.

The document tab is found in every single user card. This is where all the documents for the specific user are located. Here we can both add, edit, and delete documents.

In our example, we can see that Josh has one document located in the Newsletter folder, as well as two documents pending signatures connected to his active contract. We'll learn more about different types of documents later on in this article.

We can click on preview, download or the small arrows pointing to the right if we want to see more details regarding that specific document. Here we can also download the document(s), cancel a signature process or delete the document(s) entirely.

If there is a pattern in the type of contract documents that need to be signed for certain contracts, and who needs to sign them, it's possible to use document bundles. These document bundles are basically pre-structured combinations of documents and signers that will be applied to a contract.

NOTE: The administration in your company is in charge of creating and uploading the document bundles.

Great job 🎉 We hope to have provided you with sufficient support on what the document feature is. If not, please check out our Help & Support section;

We have gathered some of the most common issues and provided possible solutions below;

If none of the above suggestions solved your issue, please do not hesitate to contact our Support-team. Our response time on chat is less than 5 minutes on weekdays 🚀

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📲 App: Click More followed by Contact support.