Documents

Documents are for worker or job-site files that need upload, review, retention, or export.

Admin workflow

1. Define which document types your organization collects.
2. Tell workers when a document is required.
3. Review new uploads.
4. Accept, reject, or request replacement.
5. Apply retention rules consistently.
6. Export records only when needed.

Review standards

Accept a document only when it belongs to the correct worker or job site, is readable, is the requested type, and does not include unrelated sensitive information.