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Document Management

The Document Management module provides a system for managing employee documents, document requests, and document organization within the application.

Features​

  • Dashboard: Overview of document statistics and expiring documents
  • Employee Documents: Upload, manage, verify, and download employee documents
  • Document Requests: Employees can request documents; managers can process requests
  • Document Categories: Organize documents into categories
  • Document Types: Define document types with configuration options
  • Self-Service: Employees can view their own documents and submit document requests
  • Document Verification: Verify employee documents
  • Expiry Tracking: Track documents approaching expiration
  • Employee Profile Tab: View documents directly on an employee's profile
  • Mobile API: API endpoints for employees to manage document requests and view their documents via the mobile app

Requirements​

  • Open Core Business Suite (Base System)

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Document Management and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable DocumentManagement
php artisan migrate

Usage​

Dashboard​

Navigate to Document Management > Dashboard for an overview:

  • View document statistics
  • See documents approaching expiration

Employee Documents​

Navigate to Document Management > Employee Documents to manage documents:

  • Upload documents for employees
  • View, edit, and delete employee documents
  • Download document files
  • Verify documents

Document Requests​

Navigate to Document Management > Requests to manage document requests:

  • View all document requests in a DataTable
  • Create new document requests
  • Update request status (approve, reject, etc.)
  • Upload documents to fulfill requests

Self-Service (Employee View)​

Employees can access their documents through the Self-Service menu:

  • My Documents: View and download their own documents, upload new documents
  • My Document Requests: View their submitted requests and request status
  • Request Document: Submit a new document request

Document Categories​

Navigate to Document Management > Document Categories:

  • Create and manage document categories
  • Edit or delete categories

Document Types​

Navigate to Document Management > Document Types:

  • Define document types
  • Enable or disable document types via status toggle

Employee Profile Tab​

View an employee's documents directly from their profile page via the Documents tab.

Changelog: View version history

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