Upload, verify, and track employee documents with expiry alerts
Collect and verify employee documents (Aadhaar, PAN, Passport, etc.) with HR verification workflow, expiry tracking, auto-notifications, and secure tenant-isolated storage.
Step-by-step workflow — watch the process flow
Employee Uploads
Employee uploads document (Aadhaar, PAN, etc.) from their profile. Status is PENDING.
Employee Uploads
Employee uploads document (Aadhaar, PAN, etc.) from their profile. Status is PENDING.
HR Notified
HR receives notification about new document upload for verification.
HR Notified
HR receives notification about new document upload for verification.
HR Verifies / Rejects
HR reviews the document. Marks as VERIFIED (green) or REJECTED (red) with reason.
HR Verifies / Rejects
HR reviews the document. Marks as VERIFIED (green) or REJECTED (red) with reason.
Expiry Monitoring
If document has expiry date, system auto-sends reminders 30 days before, on expiry, and after expiry.
Expiry Monitoring
If document has expiry date, system auto-sends reminders 30 days before, on expiry, and after expiry.
Secure Storage
Documents stored in tenant-isolated encrypted storage. Download via signed URLs.
Secure Storage
Documents stored in tenant-isolated encrypted storage. Download via signed URLs.
Configure the module to match your organization's policies
14 built-in types: Aadhaar, PAN, Passport, Driving License, Voter ID, Bank Passbook, Salary Slip, Education Certificate, Experience Letter, Offer Letter, Relieving Letter, Address Proof, Photo, Other.
Auto-notifications at 30 days before expiry, on expiry date, and for expired documents. Configurable per org.
Choose between Platform Default storage or connect your own S3/R2 bucket with custom credentials.
Per-org storage quota tracking. Warnings at 80% and 95% usage.
What makes this module powerful
Common questions about Document Management
PDF, JPEG, PNG, and other common image/document formats. Maximum file size depends on your organization's storage plan.
Currently 14 types are built-in including 'Other' for any custom documents. Custom named types can be added by your platform admin.
No — each organization has completely isolated storage. Documents from one org are never accessible to another org.
Our team can walk you through the setup and configuration.