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Document Types

This article will step you through the various different types you can create within the document store of HR Automation

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Declaration/Policy/Information

  • Select the document "type" using the dropdown menu
  • When you select "Declaration/Policy/Information", a pop-up will appear for you to upload the document. 

The document must be in PDF format! 

  • Add the tag associated with the document 
  • If this document is only for a specific property under your organisation, you can restrict the document to that property

If you restrict a document in the document store to a site, you cannot view it unless you are within this site on Alkimii. To check that you are within the property, select it from the dropdown list on the top right of your screen.

  • Update the declaration field to match the document type you have chosen
  • Click Save. You will be redirected to the building page, where you will see a preview of your document on the left. 
image-png-Feb-20-2023-02-39-31-3742-PM
  • You have the ability to amend the type, tags, restricted to and declaration options along the right-hand side
 image-png-Feb-20-2023-02-40-05-5893-PM
  • If you wish to download the file for any reason, you can do so by clicking the cloud icon on the right

    • Once you are happy with your document, click Save. 

     

     

    Optionally Signed Document 

    • Select the document "type" using the dropdown menu
    • When you select "Optionally Signed Document", a pop-up will appear for you to upload the document. 

    The document must be in PDF format! 

    • Add the tag associated with the document 
    • If this document is only for a specific property under your organisation, you can restrict the document to that property

    If you restrict a document in the document store to a site, you cannot view it unless you are within this site on Alkimii. To check that you are within the property, select it from the dropdown list on the top right of your screen.

    • Update the declaration field to match the document type you have chosen
    • Click Save. You will be redirected to the building page where you will see a preview of your document on the left. 

      • You have the ability to amend the type, tags, restricted to and declaration options along the right-hand side. 
      • If you wish to download the file for any reason, you can do so by clicking the cloud icon on the right

        • Once you are happy with your document, click Save.