Documents management

  1. About Documents

    Any document bigger than 15 MB will not be accepted.     Where to find documents On your sidebar,...

  2. About Documents in bulk

    To send documents in bulk On your sidebar, head to Documents Select Distribute files tab Choose which type of...

  3. How to use custom fields in Documents

    Where to find documents custom fields On your sidebar, head to Settings In General, select Documents Go to Custom fields tab...

  4. How to send payslips in bulk

    Where to find documents in bulk On your sidebar, head to Documents Select Send in bulk Select the Payslips Personal...

  5. How to check my payslips

    To check your payslips On your sidebar, head to My Documents Click on the Payslip Folder   Every time your Company...

  6. About the Documents setting page

    Factorial gives you the option to configure the folder structure of all your employees' documents and option to configure the...

  7. FAQ about Documents management

    1. What folders by default do we have in the employee and in the company directory? By default, the...

  8. How to manage document visibility

    With this functionality, you can now easily control who has access to certain documents, whether they are public files...

  9. Bulk actions in documents

    Overview The Employee Documents section allows you to view and manage documents for all the employees you have permission...

  10. Protected file access in Email notifications

    To improve the security of sensitive documents, files sent through email notifications are protected behind Factorial login access. Instead...

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