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 app, 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
One organisation library, separate from staff and client files.
Policies, procedures, insurance certificates, registration documents and contract templates, kept where the whole team reuses the current copy instead of rebuilding it.
Named organisation document types
File each document as a policy, procedure, governance record, audit document, insurance certificate, registration document or general document, so the register stays organised as it grows.
Templates on hand
Keep your staff contract and service agreement templates in the library, so the team always starts from the current approved file instead of a stale copy on someone's desktop.
Expiry tracking on renewables
Insurance certificates and registration documents always carry an expiry date, and anything approaching expiry appears on the attention lists automatically.
A safe document lifecycle
Deactivate a superseded document rather than losing it, reactivate it if you change your mind, and delete only deliberately. Expiry-dated documents must be deactivated before they can be deleted.
Search and filter the register
Find documents by name, type or expiry window, and include inactive records when you need the history.
Feeds the audit document register
Preparing an audit generates a policy and document register from these live records, so what you hold, when it was issued and when it expires is evidence you never assemble by hand.
Frequently asked questions.
What belongs in the organisation library?
Anything organisation-wide: policies, procedures, governance records, insurance certificates, registration documents, audit files, and your staff contract and service agreement templates. Staff, client and site documents stay in their own document workspace.
Do staff document uploads go live straight away?
No. They wait in the approvals queue and only become trusted evidence on the staff profile once a manager approves them. Only an approved capability document unlocks its linked capability for rostering.
Does BondiByte track expiry on insurance and registration documents?
Yes. Those document types carry an expiry date, and the register flags documents expiring soon or already expired so renewals happen on time.
How do organisation documents help at audit time?
Preparing an audit generates a policy and document register from your live records. When an auditor needs the file itself, you upload it into the audit session, map it to the standard it supports, and decide whether it can be downloaded.
Do the templates generate contracts automatically?
The library stores your templates so the team always starts from the right file. Drafting itself has dedicated tools: the Staff Contract Builder on the staff record and the Service Agreement Builder on the client record.
Go deeper into documents.
Each of these has its own page: why it exists, how it works, and the controls that stay with managers.
Feature
Organisation document templates
Keep your policies, procedures, insurance certificates, registration documents and contract templates in one organisation library, separate from…
Explore Organisation document templatesFeatureCapabilities & qualification expiry
Every qualification, clearance and check lives on the staff record, backed by the actual document. When evidence is due to expire, BondiByte chases…
Explore Capabilities & qualification expiryKeep documents current and connected.
Start your free trial, or book a demo to see how BondiByte handles documents, organisation templates, review, and expiry visibility.