Articles on: DMS

New entrant: Configuration of document bundles

Configuration


Configuration is done only with the "Admin" role


In the administration menu, click on the "Human Resources / Documents" menu:


Notion Image


This displays an entry to manage document bundles:


Once this element is selected, the following is displayed:


On the left side:


  • A 'New document bundle' button: to create a new bundle


  • The list of existing bundles (with 3 icons: to edit the bundle name, to duplicate the bundle, to delete the bundle)


On the right side:


  • An "Add file" button: to add a file in the bundle


  • The list of files present in the bundle



To add a file in the selected bundle, click on the "Add file" button


A popup appears, allowing to browse the DMS folders:



It is possible to select several files before clicking on the 'Add' button:



The addition is effective immediately (no 'Save' button).


The *deletion* of a document from the bundle is done by hovering over it with the mouse. Then a 'red cross' icon appears:



There is a deletion confirmation request:



Click on the "OK" button to validate the deletion.

Updated on: 13/03/2026

Was this article helpful?

Share your feedback

Cancel

Thank you!