Prepare documents and recipients in batches, track progress, and keep the receipt associated with the workflow completed inside the company.
Batches • Documents • Recipients • Evidence • Reports
Document, recipients, and completion record organized in the same workflow.
Documents that need formalization
The module supports corporate documents that need to move from informal delivery into a tracked workflow.
Distribute an identified document version to defined recipients and track formalization.
Organize terms, individual notices, and employee documents with recipients and history.
Formalize documents that complement guidance and training when individual acknowledgment is required.
Consult history and receipts when an internal review needs to verify the completed workflow.
Module capabilities
See the controls that organize documents, recipients, integrity, and tracking in one workflow.
Structure documents and audiences before starting collection.
Document batches
Group documents and recipients into a trackable operation.
Signature categories
Organize workflows by document type and company context.
Defined recipients
Link each document to the people who need to take action.
Keep records associated with the content and completed workflow.
File integrity
The workflow checks document availability and integrity before opening it.
Action record
The signature remains linked to the authenticated account, document, and company context.
Associated receipt
Consult the receipt and history related to the processed document.
View batch progress and produce information for internal management.
Status by batch and document
Track preparation, processing, and completion in an organized view.
Authorized hierarchy view
Authorized managers track people in the departments under their responsibility and linked structures.
Delegated access by department
Grant report access to one person in one or more departments, including descendant structures when needed. When you remove only one scope, other report access and access derived from the management role are preserved.
Requires attention and filters
Filter by unit, department, team, category, document, and employee; the same selection guides the screen, CSV, and PDF.
Operational control
The responsible team gains an organized view of the batch, documents, and each recipient's progress.
Which documents and recipients belong to each batch.
Which stage preparation, processing, and completion are in.
Which receipt is associated with the document and completed workflow.
Which document categories and contexts require follow-up.
Which signatures require attention within the authorized hierarchy and applied filters.
Connected to the rest of the platform
Document Management organizes the document source, HR maintains employee context, and Audits can use the resulting records when reviewing internal workflows.
Organize the official version, category, and document history before signing.
Connect documents to employees, journeys, and administrative workflows.
Use signatures for admission documents that require acknowledgment and keep the receipt associated with the dossier.
Organize learning paths in the Training module and use signatures only for formal documents that require acknowledgment.
Use history and receipts to support internal control reviews.
Best fit
Fit depends on the document type, audience, required evidence, and the legal assessment applicable to the workflow.
When a policy needs to reach a defined audience and retain an acknowledgment record.
When HR needs to distribute and track individual documents in the company environment.
When guidance or training also requires a separate formal document for signature.
When the company needs to later consult who received, completed, and finished the workflow.
FAQ
Objective answers about scope, evidence, and corporate document workflows.
Automatic hierarchy provides report access for departments linked to the management role. Delegated access lets you grant report access to one person in one or more departments, with descendant structures when needed. Removing only one scope preserves other report access and access derived from the management role.
The module organizes batches, documents, recipients, categories, status tracking, receipts, history, and reports for internal company workflows.
Yes. The workflow associates the record with the authenticated account, document, and company context, checking integrity before opening and keeping a receipt related to the operation.
No. The module does not currently provide qualified signatures based on the signer's ICP-Brasil certificate. Method suitability must be assessed according to the document, parties, and applicable rules.
There is no universal guarantee. Evidence sufficiency depends on context, document type, party identification, and specific legal or industry requirements.
Document Management maintains the document source, categories, and version history. HR provides employee and journey context where terms, policies, or individual documents need tracking.
Start with one well-defined document category and audience. In the guided demo, we assess the current workflow, recipients, required evidence, and how Document Management, HR, or Training can complement the routine when appropriate.
In the demo, we start with a real document from your operation to map the batch, recipients, tracking, and required evidence.
