Skip to Main Content
PeopleHR Ideas Portal
Status Open for Voting
Categories Employee
Created by Guest
Created on Jul 26, 2024

Can’t move a document into a different folder by changing the category of this document, because this is a signed document. For example, to move the folder named ‘Employee Contract’ to the folder named ‘Employee’, there are only three options: ‘Delete’, ‘View Signature’, or ‘Download’. However, if I download the contract, the employee’s signature will be lost. We have a long list of documents that need to be categorized into six folders, so I need to move these folders and delete some.

Can’t move a document into a different folder by changing the category of this document, because this is a signed document. For example, to move the folder named ‘Employee Contract’ to the folder named ‘Employee’, there are only three options: ‘Delete’, ‘View Signature’, or ‘Download’. However, if I download the contract, the employee’s signature will be lost. We have a long list of documents that need to be categorized into six folders, so I need to move these folders and delete some.

Describe the Challenge Can’t move a document into a different folder by changing the category of this document, because this is a signed document. For example, to move the folder named ‘Employee Contract’ to the folder named ‘Employee’, there are only three options: ‘Delete’, ‘View Signature’, or ‘Download’. However, if I download the contract, the employee’s signature will be lost. We have a long list of documents that need to be categorized into six folders, so I need to move these folders and delete some.
  • Attach files
  • Sarah King
    Reply
    |
    Oct 21, 2024

    Yes, option to move documents into different folders would be useful - especially if we can do it as a bulk action. HR teams all over may want to tidy up their document categories so this would be useful.

  • Guest
    Reply
    |
    Jul 30, 2024

    Same and added another comment. Annoying.

  • Clare Osborne
    Reply
    |
    Jul 26, 2024

    I am experiencing the same problem!

9 MERGED

Amend Document Categories

Merged
If the documents continue to show as grouped then there needs to be a better way to amend the category if added incorrectly, rather than delete the whole document and then put it back in. If this functionality can't be added then I don't support t...
Guest 5 months ago in Admin 0 Open for Voting