{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c37c7781ef49422ab7cee57f24dfc3d5\" frameborder=\"0\" width=\"1904\" height=\"1428\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1428,"width":1904,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1428,"thumbnail_width":1904,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c37c7781ef49422ab7cee57f24dfc3d5-6794b4e5415a8cfb.gif","duration":1733.388,"title":"BrioHR Document Management Setup Guide 📄","description":"Hi everyone, in this Loom I guide you on how to set up the Document Management Module in HR launch as an admin. I first show you to configure personal and custom folders in admin settings, so you control document visibility for uploads and generated documents. Then I walk through creating template types, building a template with layout, header footer, fonts, fields, and signatures, and activating it. Next, I show how to generate documents for selected employees, fill manual fields, review and generate, refresh employee data if needed, and how completed documents trigger email notifications. Finally, I show what employees see in their documents folder."}