To get an overview across all documents, you can link them to items in HoorayHR. Have you added a contract document or an equipment loan agreement? Then simply link it to the relevant contract or asset in HoorayHR. Very handy! Because this way you can navigate directly from a document to the linked item, and vice versa.
You can link documents to contracts and assets.
Link when uploading a document
When uploading a document, you can link it directly. Once you have selected a colleague, you can click ‘Link’ to choose where to link the document to.
After uploading, you can go directly to the linked item from within the document.
Linking when generating a document
If you generate a document using a contract or asset variable, HoorayHR automatically links the document for you!
Do you still want to unlink the document later? After generating it, you can modify the link on the document page.
Linking from an item
When you add a new contract or asset, you can directly link a document. Here, you can upload a document, generate a document or link an existing document. This is of course also possible for existing contracts or assets.
This way, you and your employee have an overview of all contracts and company assets, and you can easily navigate to the documents to share it or offer it for signature.