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Document Requests·支援代碼DOC-002 管理員／人事專用

Admin: Setting Up Document Categories & Types

Before sending requests, set up categories and document types, including approval flow and e-signature requirements.

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Categories group documents by direction: Distribute, Collect, or Both.

Examples:1- Onboarding documents (Collect)1- Company policies & notices (Distribute)1- Year-end tax adjustments (Collect)

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A more specific classification within a category. Each type can define:

1- Name & direction1- Approval mode:

　 none: no approval needed (distribute/acknowledge only)

　 simple: approved by the approvers named on the request

　 workflow: multi-step approval (in preparation — please use "simple" for now)1- E-sign level:

　 ack: acknowledgment only ("read" record)

　 evidence: evidence signature (IP, timestamp recorded)

　 external: integration with external e-sign service1- Sensitive flag: only designated admins can view1- Allow employee upload: uncheck to restrict uploads to admins1- Max file size & allowed file types1- Retention period (months)

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  1. 1.Admin menu → Document Management
  2. 2."Add category" → select direction
  3. 3.Click "Add document type" under the new category
  4. 4.Configure each setting and save

使用範例

Create 'Onboarding (Collect)' category → add 'Employment Contract' type (approval: simple, e-sign: evidence)

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Document Management Overview

Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.

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E-Signature & Acknowledgment Levels

Three e-sign levels are available per document type. Use 'evidence' for legally significant documents, 'ack' for simple read-confirmation.

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Document Management Overview

Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.

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When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.

Employee: Receiving & Submitting Documents

When an admin sends a document request, you receive a notification. Check your inbox, acknowledge distributed documents, or upload and submit collected documents.

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