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Employee Document Versioning · How-to guide

Download an employee document version

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Download the current or historical v1.3.0 document file through the permission-protected version endpoint.

Audience: HR administrators and authorised managersPermission: Human Resource Management: ExportModule v1.3.0
Jump to steps
Where to go Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Version history → Download
Code-backed scope These instructions follow Human Resource Management v1.3.0. Use only controls visible to your permission level and confirm the saved record or audit entry after every action.

Before you start

  • Access to Admin Area → Human Resources → Employee Record Centre → Select employee → Documents → Version history → Download.
  • The Human Resource Management: Export capability or administrator access.
  • The correct employee, record, period or authorised evidence.

Follow these steps

  1. Go to the document version history.
  2. Identify the exact version number, status and date.
  3. Click its Download action.
  4. Go to the file locally and confirm it matches the intended evidence version.

What the module checks

  • Export permission is required.
  • The file must exist in the protected module storage.
  • The version download action is audited.

What happens next

The module saves the permitted change and records the resulting status, version, delivery or synchronisation evidence. Reopen the relevant register and verify it.

Troubleshooting

  • If the control is missing, confirm the required HRM permission and module version 1.3.0.
  • If saving fails, correct the exact field or state named in the validation message.
  • If an email/automation is missing, review the module delivery/audit log and host cron/mail settings.
HR data safety Restrict identity, right-to-work, payroll, bank, health, disciplinary and document information to authorised staff. Do not place protected values in free-text notes, email recipients or screenshots.
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