Documents on the record
- Attach to staff and client records
- Clear document types
- Profile photos included
- Files live where they belong
Documents & Compliance
Stay ahead of document expiry.
Keep staff and client documents on the right records, work from consistent organisation templates, and surface documents, checks, contracts, and agreements before they expire.
Documents staff upload are checked by an approver before they reach the record, and only an approved capability document unlocks its linked capability for rostering.
Documents that live with the record.
Expiry visibility
- Surface documents approaching expiry
- Checks, contracts, and agreements
- Attention before last-minute
- Connected to the record
Organisation templates
- Manage organisation document templates
- Consistent, current documents
- Work from one source
Reviewed before it counts
- Portal uploads land pending
- An approver checks before the record
- Only reviewed documents count
- Approved capability document unlocks the capability
Review before it's on the record
Staff uploads are checked before they count.
When a staff member uploads a document from the Staff Portal, it does not go straight onto their profile. It waits for an approver, so only reviewed documents reach the record, and only an approved capability document unlocks the linked capability for rostering.
Everyday documents and expiry visibility keep things current. When it is time to prepare for an audit, the Audit Centre organises and shares selected evidence. Explore Audit & Compliance →
Reviewed before it counts. Tracked to expiry. Reminders before it lapses.
- Uploaded from portal
- Pending review
- Approver checks
- On the record
- Capability unlocked
Keep documents current and connected.
Start your free trial, or book a demo to see how BondiByte handles documents, organisation templates, review, and expiry visibility.