The documents report is where you can view all documents in one place. You can see a list of all documents that have been uploaded to Sage HR by all users, along with their details and statuses.
📎NOTE: This report doesn't include signable documents or time off requests.
Click Reports.
Click Employee data, then on the dropdown click Documents report.
You will see a list of documents showing the following details:
File name - You can click this to open the document itself
Category
Upload date
Who uploaded the document
Document type
Document status
Document expiry date
Who the document is shared with
📌TIP: Click Download Excel to export this report to Excel. This doesn't export the documents themselves.