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Document Management ​

The CrewHub.pro document management system provides a simple, role-based interface for uploading and managing documents related to job orders, workers, and agencies.

Overview ​

The document system allows you to upload files and associate them with specific document types. The interface consists of two main sections:

  • DOCUMENTS - Standard document types for your role and context
  • OTHER DOCUMENTS - Additional documents that don't fit standard categories

Document Interface ​

Main Documents Table ​

The documents are displayed in a data table with the following information:

  • Document Type - The category/type of document
  • File Name - Original name of the uploaded file
  • File Type - Format of the file (PDF, DOC, etc.)
  • File Upload Date - When the document was uploaded
  • File Create Date - When the file was originally created
  • File Modify Date - When the file was last modified
  • File Size - Size of the document file

Available Actions ​

For each document, depending on your permissions, you can:

  • View - Preview the document (PDF viewer for supported formats)
  • Modify - Replace the document with a new file
  • Delete - Remove the document entirely

Adding Documents ​

Upload Process ​

  1. Click "Add Document" button above the documents table
  2. Select Document Type from the filtered dropdown
    • Only document types you have permission to add will be shown
    • Search through available types using the filter
  3. Choose File directly in the dialog
    • Supports PDF, Word (DOC/DOCX), RTF, and image formats
    • Maximum file size: 100MB per document
  4. Upload - Click "Upload Document" to complete the process

Document Type Selection ​

The system automatically filters document types based on:

  • Your Role (Site Admin, Employer, Employee, Agency, etc.)
  • Current Context (Job Orders, Individual Workers, Agencies)
  • Permission Levels (what you can view vs. what you can modify)

Supported File Formats ​

  • PDF - Portable Document Format (recommended)
  • DOC/DOCX - Microsoft Word documents
  • RTF - Rich Text Format
  • Images - JPG, JPEG, PNG, and other image formats

Permission System ​

Role-Based Access ​

Your access to document types depends on your role:

  • Site Admin - Full access to all document types
  • Employer - Access to employer-specific documents
  • Employee - Access to employee-specific documents
  • Employer Agency - Access to employer agency documents
  • Employee Agency - Access to employee agency documents

Context-Aware Filtering ​

Document types are further filtered based on the current context:

  • Job Orders - Shows job order specific document types
  • Agencies - Shows agency-specific document types
  • Individual Records - Shows person-specific document types

Modification Rights ​

Separate permissions control whether you can:

  • View existing documents
  • Add/Modify documents
  • Delete documents

Document Categories ​

Standard Documents ​

These are predefined document types specific to your role and context. Examples might include:

  • Employment contracts
  • Identification documents
  • Certification documents
  • Compliance paperwork

Other Documents ​

A special category for documents that don't fit into standard types. This allows for:

  • Custom document uploads
  • Miscellaneous paperwork
  • Additional supporting documents

Technical Specifications ​

File Limits ​

  • Maximum file size: 100MB per document
  • No bulk upload limits - Upload documents one at a time
  • No archive support - Upload individual files only

Browser Requirements ​

  • Modern browser required for document preview
  • JavaScript enabled for full functionality
  • PDF viewer support for document preview feature

Troubleshooting ​

Common Issues ​

Cannot Add Documents:

  • Verify you have permission to modify documents
  • Check that you're in the correct context (Job Order, etc.)
  • Ensure the job status allows modifications

Document Type Not Available:

  • Document types are filtered based on your role and permissions
  • Contact your administrator if you need access to additional document types

Upload Failures:

  • Check file size (100MB maximum)
  • Verify file format is supported
  • Ensure stable internet connection
  • Try clearing browser cache

Cannot View Documents:

  • Ensure you have view permissions for the document type
  • Check that your browser supports PDF viewing
  • Verify the document was uploaded successfully

Getting Help ​

For technical support or permission issues:

  • Contact your system administrator
  • Check with your supervisor about role permissions
  • Email: [email protected] for technical support

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