Personal Documents
Where to Find: WE → Documents → Personal
The Personal section stores documents directly related to you as an individual employee, such as your submitted requests, employment agreements, or files sent to you for review and signing.
In this section, you can:
- Navigate Received & Sent Documents:
- Received: View all documents sent to you for review or signature.
- Sent: View all documents you have created and sent to others.
- Manage Personal Files:
- Sign with ImID: Complete required signatures for documents sent to you using mobile authentication.
- Once you sign, your status updates from Pending to Signed, and when all assigned parties have signed, the overall document status changes to Completed.
- Download & Delete: Save PDF copies to your device or remove permitted files.
- Filter Documents: Click Filter to refine your list:
- Source: Filter by Uploaded (externally uploaded files) or Generated (created via system templates).
- Status: Filter by status (Draft, Pending, Signed, or Completed).
Bulk Actions:
Select individual checkboxes or click the top checkbox in the table header to select all documents at once. Then, use the Actions dropdown menu:
Select individual checkboxes or click the top checkbox in the table header to select all documents at once. Then, use the Actions dropdown menu:
- Download Selected: Save the selected documents to your device in bulk.
- Delete Selected: Permanently remove all selected documents from the system at once.
