Every document. Accounted for.

Your employees' documents now have a complete home in Veroot. Spot what's expired or expiring from your Dashboard, audit your whole account in three steps, add files straight from an employee record, and download what you need in bulk.

• 3 steps. To audit every document in your account.
• 1 click. From your Dashboard to your full documents list.
• 100 docs. Per bulk download, up to 100 MB.

Expired and expiring documents, flagged on your Dashboard

The Employee Documents panel on your Dashboard tab counts your expired documents and the ones expiring soon. You'll know where to look before anything lapses.

• Click straight through. Select All Employee Documents to open Document Gap Analysis and see exactly which documents need attention.
• Update in real time. Each document now has an Actions dropdown, so you can update it right from the list.
• You set the window. Choose a 30 or 60 day expiry period on the Documents page. It applies account wide and decides what shows as Expiring on your Dashboard.

Audit your whole account in three steps

Document Gap Analysis is a full account audit. Check every document in your system or one specific type. Three steps sort your document data down to what you need, with facility views and expiration tracking built in.

• Choose document types. Pick all document types, or one type to audit.
• Choose what to show. Show documents on file with an expiration date (expired, expiring soon and valid), documents on file that are missing one, or turn on Show Missing Documents to find employees who don't have a chosen type on file at all.
• Narrow it down. Search by facility, name, document type or file name.
• Gaps at a glance. Counts across the top show All, Expired, Expiring Soon, Valid, No Expiry and Missing.

Add documents right from the employee record

Add and manage documents from the employee record screen, next to everything already on file for that employee.

• Start from a standard template. Select the doc type to add from our list of standard templates.
• Drag, drop, add. Drag your file in or browse for it. Add an expiration date and a description if they apply, then select Add File. Leave the date blank if the document doesn't expire.
• Everything for one employee, in one table. Active and Archived tabs show each document's type, file, add date and expiration, each with its own Actions menu.

Your documents, downloaded in bulk

Need your documents fast? Bulk download pulls stored documents out of Veroot for audits or for sharing.

• Select and download. Tick the documents you need in the Document Gap Analysis results, or the header box to select the whole page, then Download Selected. Each download takes up to 100 documents and 100 MB.
• A whole employee at once. Download All on an employee's Documents screen gathers every active document for that employee.
• Export or print the list. Export and Print sit above the results, so you keep a record of exactly what you reviewed.

Where to find each update

Questions? Your Veroot contact is happy to walk you through any of these updates on a call. Get in touch.