Employee

View Documents

01-17-2025
NOTE
Admins and leaders can view documents in the dashboard and app, while employees can view them in the app.

1. Viewing Documents in the Dashboard

1. Go to Dashboard > [E-documents].

2. Select [My Received Documents] tab in the document folder. This tab shows only the documents where you are set as the recipient and allows you to check the status of each document.

3. Select the document you want to view.

4. Click the [View Document] button to open the document.

Admins and reference users can also access documents where they are set as recipients from the detailed page of the sending record.

2. Viewing Documents in the App

1. Go to the app > Employee mode > Bottom menu tab > [E-documents]. If you haven’t viewed a document yet, you can also access it by selecting the Home > Today’s Tasks area or tapping the bottom task tab.

2. In the document folder, you can see the documents where you are set as the recipient and check their status.

3. Select the document you want to view.

4. Tap the [View Document] button to open it.

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