Question

List of uploaded documents


Badge +1

Hi all, 

We’re doing the mass data clean-up project on the company level and the revision of uploaded documents (ID cards, bank accounts etc). 

Is it possible to export the list of documents (e.g. titles of the documents) we uploaded so far for each employee instead of doing it manually (looking into each profile)?

Thanks in advance :)


2 replies

Userlevel 5

Hi @help_needed,

It is possible to export all the documents that are stored in your Personio account with just one click. You will need to generate an Export of Company Data.

To export the company data, follow these steps:

  1. Navigate to the Settings > Organization > Company.
  2. Click Create new data export.
  3. Download the file as a .zip file once the export is finalized.
  4. Right-click the .zip folder saved to your computer.
  5. Click Extract All... for the extraction wizard to start.

Please note that the company data and the documents exports will be generated separately. You will receive an email notification when they are both ready. This can take up to a few days. We recommend using WinZip, WinRAR or 7-Zip to open the zip files correctly. The data and documents of anonymous candidates are not included in the export, as they have already been removed from Personio due to the deletion of personal data. For further information, read our Help Center article: Export of Company Data

If you have any further questions, don’t hesitate to let me know! 😀

Best,

Steve

Badge +1

Hi Steve,

Thank you very much for the answer. 

I was wondering if there is an option for exporting the list of the Titles and Categories of the documents we have stored per employee instead of exporting all documents we’ve gathered?

 

Best,

Milica  

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