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Document Types - Overview

Within Citation HR Software, you can categorise workplace and employment documents by document type.  

Document types are linked to Roles through Access Control, so you can ensure the correct Users have access to the correct document types. 

For a comprehensive list of the document types available to use, please click here

When you bulk upload documents into Citation HR Software, you will need to use the associated code/s for the relevant document type that you are uploading. You can access them here

By categorising your documents using document types, you will be able to use various reports to assist with managing your documents.