How to Create and Manage Document Details

Introduction #

Document setup in the HRM module of Cosmic ERP allows you to manage important documents related to roles within your organization. This guide outlines the steps to create and manage document details efficiently.

Prerequisites #

• No specific prerequisites are needed to manage document details.

Steps to Create and Manage Documents #

1. Login to Cosmic ERP
   • Enter your login credentials to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • Click on ‘HRM System’ from the main menu.
3. Access Document Setup
   • Within the HRM System menu, click on ‘Document setup’.
4. Create a New Document
   • Click on the ‘Create’ button (represented by a ‘+’ icon) to add a new document.
5. Enter Document Name
   • Provide a name for the document.
6. Select Role
   • Choose the role or position to which this document pertains.
7. Enter Description
   • Add a brief description of the document.
8. Upload Document
   • Select the document file from your computer.
9. Save Document
   • Click on ‘Create’ to save the document details.

Conclusion #

By following these steps, you can effectively manage document details in Cosmic ERP, ensuring that all relevant documents are securely stored and associated with the appropriate roles within your organization.