Overview
Open Documents in the left-side main menu. It is made up of two tabs: Personal documents and eSignature.
In the eSignature tab, you can access our documents for eSignature feature, which allows you to send, sign, and securely store contracts and key documents directly in Humaans.
This guide covers using the Personal documents tab specifically. Learn how to upload, download, and classify documents, and how to manage documents once they're stored.
Browsing documents
The document table consists of one row per document, each of which displays:
Title: the document name with the issue date beneath it
Employee: the employee's profile picture and name
Type: the category of document type
Click the … icon to view, download, edit, or delete the document.
The total number of documents matching your current filters and search appears in the toolbar.
Filtering documents
To narrow down the document list, click Filter in the toolbar. You can filter by:
Employee status (active, new hire, offboarded)
Document type
Employee
Document kind (file or link)
To remove a single filter, click the tag and select Remove filter. To clear all filters at once, use the clear option in the filter menu.
You can also click an employee name or document type directly within a document row in the table to quickly filter by that value. Click it again to unselect the specific person or document type.
By default, the table shows documents for active and new hire employees.
Sorting documents
Click Sort in the toolbar to choose how documents are ordered. You can sort by:
Document name
Employee name
Issue date
Date added
Document type
By default, documents are sorted by issue date (newest first), then by date added.
Downloading documents
You can download documents individually or in bulk.
Use the checkbox in the table header to select or deselect all visible documents, or select an individual document by clicking the icon.
Click Download in the bulk actions bar at the bottom of the screen to download them all at once.
Note: It’s not possible to download link documents.
Uploading documents
You can upload documents individually or in bulk.
Start an upload
There are two ways to begin uploading:
Click Add documents in the header. You’ll see the two options: Upload files and Upload folder. Alternatively, a file picker opens.
Drag and drop files or a folder directly onto the document table.
After you add files, the upload page opens.
Reviewing the upload page
The upload page shows a table with columns for Title, Employee, Type, and Issue Date. Click the … icon to view or delete the document.
Files progress through several stages:
Uploading
Scanning
Classifying
Ready
A progress bar and percentage appear in each row while processing.
If AI matching is enabled, a progress bar appears above the table while classification is running.
Reviewing and adjusting matches
Once at the Ready stage, the suggested employee, document type, and issue date appear in the row. Review each entry and adjust where needed:
Click the Employee dropdown to change the assigned employee.
Click the Type dropdown to change the document type. You can also create a new type from this dropdown.
Click the Issue Date field to set or change the date.
Change the name of the document by clicking the title and typing a new one.
Rows missing an employee or document type are highlighted with a warning. A banner above the table shows how many documents need your review. Click Review to filter the view to just those documents.
If you select all documents by clicking Title, or an individual document, the bulk actions bar will appear with options to retry, delete, or change employee, type, and issue date.
Confirming and creating documents
When every file has an employee and document type assigned, click Confirm and upload in the header. A confirmation summary appears. Click Confirm to create all the documents.
To discard the entire upload session, click Cancel in the header.
Staying informed during uploads
If you navigate away from the upload page while files are still being processed, a floating progress indicator appears in the bottom corner of the Documents page. It shows a circular progress ring with a percentage and the count of files ready. Click it to return to the upload page.
Adding more files during an upload
You can add more files at any time while the upload page is open. Click Add documents on the upload page, or drag and drop additional files onto the table.
Handling upload errors
If a file fails to upload, its row shows an error message. You can retry the upload by clicking the … icon and selecting Retry. To remove a failed file, select Delete.
Choosing how documents are classified
On first opening Documents, you're prompted to choose how uploaded documents are classified:
AI matching: uses AI to automatically match each file to the right employee and document type based on the file's contents and name
Rules-based matching: matches documents based on predefined filename patterns
Select Opt-in to AI matching or Opt-out and choose rules-based matching when prompted instead.
Changing the classification mode
To change the matching mode after your initial choice:
Click Settings in the left-side main menu.
Click Documents.
Scroll down to Bulk document upload classification.
Click Edit to switch the classification mode.
Select Enabled to use AI matching, or Disabled for rules-based matching.
Click Save.
Only those with Owner permissions can change this setting.