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Document management
Managing documents
Document management - Viewing documents, downloading and editing them
Document management - Viewing documents, downloading and editing them

You’ll learn more about viewing documents, downloading and editing them in HoorayHR.

Nadja avatar
Written by Nadja
Updated over a week ago

Document management by HoorayHR makes this child’s play. You don’t need to download documents anymore as you can just view them easily in HoorayHR.

Document

You can just view documents in HoorayHR without downloading them first. Did you upload a Word document? No worries, HoorayHR generates a PDF for you so you can view it on the spot.

Document publication

This frame shows:

  1. To which employee the document is assigned

  2. Comments

  3. Status (saved, shared, shared and sent)

  4. Visibility of the document (who can view it)

  5. Expiry date

  6. Reminders

  7. Date of publication and last edit

  8. Last updated by (user)

View and download document

The preview screen shows the document in HoorayHR. Did you upload a Word document? Then a PDF is automatically generated.

Step 1: Click the download button to download the original document.

Editing documents

Administrators can always edit documents. You can change the information you entered when uploading the document.

Step 1: Click “Edit”.

Step 2: You can change the assigned employee.

Step 3: Select an expiry date if needed.

Step 4: Change the category and label.

Step 5: Enter a comment if necessary.

Step 6: Change the reminders in case you’ve set an expiry date.

Step 7: Change the status.

Deleting documents

Do you want to delete a document?

Step 1: Click “Edit”.

Step 2: Click “delete”.

Done! The document has now been deleted.

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