Tutorials
Admin and user walkthroughs
Admin: invite the team
- Open Access
- Choose role and worker role
- Confirm the email address
- Send invite and track acceptance
User: upload one document
- Open Documents and choose the required document row
- Choose the file in the upload panel
- Upload and wait for the safety scan before previewing
- Review the extracted details and complete any required declaration
User: upload multiple documents
- Open Documents → Upload multiple documents
- Choose one person and up to 50 files
- Check the suggested type for every file; choose a type when no match is found
- Upload selected documents, check each result, then review the individual records after scanning and extraction
Admin: review documents
- Open Documents queue
- Preview submitted files
- Mark approved or send back
- Audit entry is preserved
Admin: enable MFA
- Open Security
- Scan authenticator QR code
- Enter 6-digit code
- Future logins require MFA
Notifications
- Email is the supported delivery channel
- Delivery attempts are logged
- SMS and WhatsApp delivery is not yet available
- Contact your admin if an expected email does not arrive
Access by role
- Admins and HR can review documents
- Managers see assigned reportees
- Coordinators can chase documents without previewing sensitive files
- Blocked users keep their audit history
Data protection
- Each company account has separated records
- Document files are stored under a company folder
- A dedicated database is available for private setups
- Hosting choices are tracked
