About Document Maintenance

You can use document templates in either the Core HR or Recruitment modules. Document Maintenance is the area of the system where you can:

• Upload and store documents created outside IRIS Cascade (for example, in Microsoft Word) as standalone files.

• Create document templates, and then use these templates for mail merges.

To view a catalogue of existing documents, go to Admin then select Document Maintenance.

The Documents Catalogue shows a list of categories, together with a breakdown of the documents within each category. Select a category to view the associated documents.