{"id":4726,"date":"2025-02-26T01:46:31","date_gmt":"2025-02-26T01:46:31","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4726"},"modified":"2026-06-23T13:12:48","modified_gmt":"2026-06-23T13:12:48","password":"","slug":"setting-up-workflows-utilities","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/setting-up-workflows-utilities\/","title":{"rendered":"\u00a0\u00a0\u00a0Branchies Documents"},"content":{"rendered":"

The Branchies Documents section allows administrators to upload, track, and manage official regulatory permits, municipality licenses, facility leases, and compliance certificates mapped directly to individual office locations. This sub-ledger monitors validation timelines, document serial keys, and file attachments specifically localized to distinct corporate entities. <\/p>\n\n\n\n

This page serves as a centralized configuration hub to ensure the HR system operates efficiently and aligns with the organization’s policies and operational needs. <\/p>\n\n\n\n

To access this section, follow these steps: <\/p>\n\n\n\n

    \n
  1. From the\u00a0Human Resources\u00a0page.\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Click\u00a0System Setting.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Select\u00a0Companies and Branches Documents.\u00a0<\/li>\n<\/ol>\n\n\n\n
          \n
        1. Click on the\u00a0Branchies\u00a0Documents\u00a0tab to open the configuration panel.\u00a0<\/li>\n<\/ol>\n\n\n\n
          Data Table View<\/em> <\/h5>\n\n\n\n

          Active location records populate the central management grid automatically. Administrators can review the following key structural details: <\/p>\n\n\n\n

            \n
          1. Document Name:\u00a0The descriptive title or regulatory classification of the recorded branch file.\u00a0<\/li>\n<\/ol>\n\n\n\n
              \n
            1. Document Number:\u00a0The official registration number or license code assigned to the document.\u00a0<\/li>\n<\/ol>\n\n\n\n
                \n
              1. Branch:\u00a0The specific corporate branch or operational facility associated with the document (e.g.,\u00a0Expert Solutions Company<\/em>).\u00a0<\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Start Date:\u00a0The effective issuance or activation date of the branch record.\u00a0<\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. End Date:\u00a0The formal\u00a0expiration\u00a0date of the legal site credential.\u00a0<\/li>\n<\/ol>\n\n\n\n
                      \n
                    1. Status:\u00a0Systemic validation updates tracking document viability (e.g.,\u00a0Expired<\/em>).\u00a0<\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. Download:\u00a0Direct access links to retrieve or view uploaded digital files and attachments.\u00a0<\/li>\n<\/ol>\n\n\n\n
                          \n
                        1. Edit:\u00a0Action paths to update existing branch document parameters or renew credentials.\u00a0<\/li>\n<\/ol>\n\n\n\n
                          Grid Operations and Managing Records<\/em> <\/h5>\n\n\n\n

                          The interface provides standard grid controls at the top right of the data panel to streamline file management: <\/p>\n\n\n\n

                            \n
                          • Search and Filter Results:\u00a0Use the inline column search bars to isolate files by branch name, number, or timeline parameters dynamically.\u00a0<\/li>\n<\/ul>\n\n\n\n
                              \n
                            • Export to Excel:\u00a0Click the green\u00a0Excel icon\u00a0to download your full regional branch document catalog into an\u00a0.xlsx\u00a0spreadsheet.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                \n
                              • Export to PDF:\u00a0Click the green\u00a0PDF icon\u00a0to output a clean, printable summary report of visible records.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                  \n
                                • Show\/Hide Columns:\u00a0Click the green\u00a0Database\/Eye icon\u00a0to\u00a0modify\u00a0grid layout preferences and column visibility on the fly.\u00a0<\/li>\n<\/ul>\n\n\n\n

                                  Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings.<\/p>\n\n\n\n

                                  <\/p>","protected":false},"excerpt":{"rendered":"

                                  The Branchies Documents section allows administrators to upload, track, and manage official regulatory permits, municipality licenses, facility leases, and compliance certificates mapped directly to individual office locations. This sub-ledger monitors validation timelines, document serial keys, and file attachments specifically localized to distinct corporate entities.  This page serves as a centralized configuration hub to ensure the HR system operates efficiently […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[73],"doc_tag":[],"class_list":["post-4726","docs","type-docs","status-publish","hentry","doc_category-companies-and-branches-documents"],"year_month":"2026-08","word_count":357,"total_views":"38","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Companies and Branches Documents","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/companies-and-branches-documents\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4726","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4726"}],"version-history":[{"count":11,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4726\/revisions"}],"predecessor-version":[{"id":5193,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4726\/revisions\/5193"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4726"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4726"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4726"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}