How to Add Employee Documents to HR Agent Workspace?

[Satyam123]

In the HR Agent Workspace, I want to add an Employee Documents section similar to the one shown in the screenshot (with options like All Documents, Disciplinary Notices & Documents, Employee Verifications, etc.). I’ve tried adding it, but it hasn't worked. Can anyone guide me on the correct steps to add this feature to the HR Agent Workspace? Any help or guidance would be greatly appreciated!

[michaelj_sherid]

@Satyam123 That icon will show on the HR Agent Workspace (Configurable) when you have the EDM Plugin activated. There is no special configuration needed to show this on the configurable workspace. Here is a screen shot of my HR Agent Workspace (configurable) where the EDM plugin is active.

If my answer has helped with your question, please mark my answer as an accepted solution and give a thumbs up.

Regards,

Mike

[satyams10275267]

I know this, but my question is how to add a document so I can send it to my end user. In your screenshot, it shows a list of document options, but no matches are found. Can you help me add documents like an NDA and others?