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Capability

Business and employee documents stored with the right access

Keep employee documents, receipts, proofs and bills in the platform under the same permission rules as the records they belong to.

The problem

What this replaces today

Important documents sit in personal drives and chat threads, and nobody can say who has a copy.

How it works

The workflow, end to end

01

Upload against a record

Documents attach to the employee, expense, declaration or bill they relate to.

02

Access is scoped

Only people whose role allows it can open the file.

03

Find it later

Documents stay with their record rather than in a separate folder tree.

What you get

Built for the way the work actually happens

Private storage

Files are stored privately and served only to authorised users.

Attached to context

Every document belongs to a record, not a loose folder.

Role-based access

Access follows the same permission model as the rest of the platform.

Connected

How this fits the rest of the platform

Information is captured once and reused wherever it is relevant.

  • Receipts belong to expenses, proofs to declarations, bills to locations, documents to employees.
  • Access rules come from the same permission engine used across the platform.

Questions

Common questions

Are documents publicly accessible by URL?+

No. Storage is private and files are served only to authorised users.

Can employees upload their own documents?+

Yes, as part of onboarding and declarations.

Related

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