> For the complete documentation index, see [llms.txt](https://help.allwage.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.allwage.com/modules/document-management.md). # Document Management Centralised digital filing system built directly into your payroll platform ## **What is Employee Document Management?** Our Employee Document Management module is a secure, centralised digital filing system built directly into your payroll platform. It is designed to solve the challenges of managing records for a field-based workforce. We understand that for Payroll Administrators, managing physical employee documents can be chaotic, inefficient, and create significant compliance risks. This feature was built to solve key pain points we observed from our customers, including: * **High Administrative Overhead**: The process of scanning, filing, and retrieving physical documents is time-consuming. * **Compliance Risk**: Manually tracking expiry dates for contracts, medicals, or training certificates in spreadsheets or calendars often fails, leading to compliance breaches when documents expire without notice. * **Lack of Centralisation**: Documents are often scattered across physical filing cabinets, online drives, and email, making it a stressful nightmare to prepare for an audit or get a complete view of an employee's file. Our goal is to replace these scattered, manual systems with a single, secure source of truth, giving you control, visibility, and peace of mind. **Current Capabilities** Here is what you can do with the first version of Employee Document Management: * **Secure Employee Vault**: A secure vault section is available on each employee's profile where you can upload employee-specific documents. * **Categories and Tags**: Each document can be assigned one category and multiple tags. This makes it easier to organise, filter, and find relevant information when looking up historic documents. * **Expiry Dates and Renewal Notifications**: When uploading a document, you can set an expiry date. You can also set a reminder to be notified before the document expires. Currently, these notifications are displayed as health checks on your pay runs. * **Attach Multiple Files to a Document**: A single document record (like a contract or warning) can have multiple physical files attached to it. This allows you to group related files (e.g., an original contract and all its addendums) for better organisation. You can also easily download all attachments at once. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.allwage.com/modules/document-management.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.