video1.0<iframe src="https://www.loom.com/embed/c37c7781ef49422ab7cee57f24dfc3d5" frameborder="0" width="1904" height="1428" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14281904Loomhttps://www.loom.com14281904https://cdn.loom.com/sessions/thumbnails/c37c7781ef49422ab7cee57f24dfc3d5-6794b4e5415a8cfb.gif1733.388Hi 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.