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Attachments

The Attachments tab allows you to upload and manage employee documents inside structured document folders.

This section ensures:

  • Secure document storage
  • Organized document categorization
  • Controlled upload permissions
  • Easy download & deletion
  • Audit-ready employee documentation

Prerequisites​

Before using the Attachments tab, ensure the following setup is completed:

1️⃣ Document Folders Must Be Created​

An administrator must first create Document Folders from:

Organization → Document → Employee Document

Each folder defines:

  • Folder name
  • Description
  • Whether multiple documents are allowed
  • Role-based permissions (Add, View, Delete)

If no document folders exist:

  • The Attachments tab will not show upload sections.

2️⃣ Folder Permissions Must Be Configured​

Each folder has role-based permissions.

Permissions include:

  • Add
  • View
  • Delete

If a user does not have permission:

  • Upload button will not appear
  • Download option may not appear
  • Delete option may not appear

Folder Overview​

Each attachment section represents a Document Folder.

For each folder, the system displays:

  • Folder Name
  • Description
  • Whether multiple documents are allowed

Example:

  • "KYC Documents"
  • "Employment Contracts"
  • "Identity Proofs"
Listing Number Series

Uploading Documents​

Allowed File Types​

The system supports:

  • .jpeg
  • .jpg
  • .png
  • .pdf

File Size Limit​

Maximum file size: 10 MB per file

If file exceeds size:

  • Upload will be rejected.

Multiple vs Single Upload​

Each folder defines whether:

Multiple Documents Allowed​

  • User can upload multiple files.
  • All files will appear in list.

Multiple Documents Not Allowed​

  • Only one file can exist.
  • Upload button disables after one file is uploaded.

Upload Process​

  1. Click Upload button
  2. Select file(s)
  3. Click Save
  4. File is uploaded and listed in table
Listing Number Series

Downloading Documents​

If user has View permission:

  • Download icon appears.
  • Clicking it downloads the file.

Deleting Documents​

If user has Delete permission:

  • Trash icon appears.
  • Confirmation dialog appears before deletion.

First-Time Setup Guide​

For new system setup:

  1. Create Document Folders
  2. Define folder description
  3. Configure "Allow Multiple Documents"
  4. Assign permissions to roles
  5. Then open Employee → Attachments tab

Common Issues & Solutions​

IssuePossible Cause
Upload button not visibleNo Add permission
Cannot upload second fileFolder does not allow multiple documents
File rejectedFile size exceeds 10MB
No documents visibleFolder not configured
Download icon missingNo View permission
Delete icon missingNo Delete permission

Best Practices​

  • Create separate folders for:
    • Identity Proof
    • Offer Letter
    • Salary Slips
    • Contracts
    • Certificates
  • Restrict delete permission for sensitive documents.
  • Enable multiple uploads only when necessary.

Summary​

The Attachments tab provides:

  • Structured document organization
  • Role-based access control
  • Secure file storage
  • Controlled upload limitations

It ensures employee documentation is properly maintained and securely managed.