Secure documents help index
Browse connected Britixo guides for secure documents.
Create an HR document category
Create an HR document categoryCreate a reusable active category for protected employee documents.
Open guide →GuideUpload a secure HR document
Upload a secure HR documentValidate and store a protected employee file in the secure document register.
Open guide →GuideUnderstand supported HR document files
Understand supported HR document filesUse the implemented PDF, Word, JPEG and PNG extension and MIME validation controls.
Open guide →GuideSet document expiry control
Set document expiry controlMark whether the document requires expiry monitoring and record the verified expiry date.
Open guide →GuideDownload a secure HR document
Download a secure HR documentDownload the protected file and create the implemented access-log entry.
Open guide →GuideWithdraw a secure HR document
Withdraw a secure HR documentRemove a document from active use with a withdrawal reason while retaining its record.
Open guide →GuideRestore a withdrawn HR document
Restore a withdrawn HR documentReturn an appropriate withdrawn document to the active register.
Open guide →GuideRun the document expiry review
Run the document expiry reviewScan active expiring documents and create the supported expiry review and alert activity.
Open guide →GuideReview the document access log
Review the document access logReview who accessed protected HR documents and which action was recorded.
Open guide →