What changed in the v1.0.11 redesign?

Documents now opens on a per-employee filing cabinet instead of a flat list. Every employee gets 13 built-in folders (Contracts, Visas, Insurance, IDs, and more) that are always visible — even when empty — plus support for custom folders with their own icon and color. Uploads have two explicit modes: Store (drop a copy into a folder) or Sign (build an e-signature flow). Action Required is now a single tray scoped to your role.

How do custom folders work?

Pick a name (up to 50 characters), choose a Lucide icon from the picker, and select a hex color from the swatch grid. Custom folders sit alongside the built-ins with the same drawer treatment. Soft-delete releases the name slot so you can re-use it cleanly later.

What's the difference between Store and Sign?

Store drops a copy of a document into the right folder — useful for ID scans, expired contracts, certifications, anything you just want on file. Sign builds an e-signature flow: drag-drop fields, recipients, signing order, and audit trail. Same upload button, two intents.

How do expiry reminders work?

You can attach an expiry date to any stored document. Reminders fire at 60, 30, and 7 days before expiry, plus on the day itself. Owner, department head, executives, and administrators are all looped in so nothing falls through the cracks.

How does BookYourPTO compare to DocuSign?

BookYourPTO includes a full e-signature platform plus a filing cabinet — directly inside your HR suite. You get drag-and-drop field placement, sequential and parallel signing, typed or drawn signatures, audit trail PDFs, AES-256-GCM encryption, and expiry reminders. No per-envelope fees, no separate subscription.

Are the signatures legally binding?

Yes. Every signature captures consent timestamp, IP address, user agent, browser timezone, optional geolocation, and a SHA-256 integrity hash. A downloadable audit trail PDF documents every signing event and is appended as a final page on the signed document.

How secure are the documents?

All documents are encrypted at rest with AES-256-GCM — and that encryption survives on every new write path including /assign and /bulk-send, both of which are also protected by quota gates. SHA-256 checksums verify integrity on every access. Role-based access control restricts who can view, download, or sign.

Documents

v1.0.11

Every document, in its drawer.

Q: What are the 13 built-in folders?

Contracts, Offer Letters, Salary Increments, Performance Reviews, Policy Documents, ID Documents, Certificates, Training Materials, Medical Certificates, Visa Documents, Tax Documents, Insurance, and Other. Every employee gets all 13 by default, and they stay visible even when empty so onboarding feels finished from day one.

A filing cabinet for every employee, e-signatures with audit trails, and expiry reminders that actually reach the right people — all in one place.

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13 built-in folders E-signature + audit trail 60 / 30 / 7 / today reminders AES-256-GCM at rest

Cabinet view

Open the cabinet. Everyone has a drawer.

Thirteen built-in categories per employee — Contracts, Visas, Insurance, IDs, and more — plus any custom folders you add. Always visible, even when empty, so onboarding feels finished from day one.

Per-employee filing cabinet, not a shared dump
Empty folders stay visible — no "where do I upload?" guesswork
Add custom folders for the categories your company actually uses

Sarah Johnson · Engineering

Document cabinet

9 folders shown

Contracts

12 documents

Offer Letters

8 documents

Performance

5 documents

ID Documents

9 documents

Visa Documents

3 documents

Insurance

6 documents

Tax Documents

4 documents

Empty

Medical

No documents yet

Custom: Onboarding

Custom folder

Built-in folders

13 categories every HR team needs — already there.

Contracts Offer Letters Salary Increments Performance Reviews Policy Documents ID Documents Certificates Training Materials Medical Certificates Visa Documents Tax Documents Insurance Other your custom folders

New custom folder

Folder name

14 / 50

Icon

Color

Preview

Onboarding Kit

Custom folder

Custom folders

Name it. Pick an icon. Choose a color.

When the 13 defaults aren't enough, build your own. Custom folders sit alongside the built-ins with the same drawer treatment — and soft-delete instead of vanishing, so the name slot can be reclaimed cleanly.

Up to 50 characters
Long enough for "Q4 2026 Compliance Review" — short enough to stay readable.
Lucide icon picker
Pick from a curated set of icons that match the rest of the cabinet.
Hex color swatches
A small grid of brand-friendly colors keeps cabinets visually consistent.
Soft-delete
Removed folders release the name slot — so you can rebuild without naming collisions.

Two ways to upload

Store it, or send it for signature.

Same upload button. Two intents. Pick the one the document needs — the rest is automatic.

Mode 1

Store

Drop a copy into the right folder. No signing required — just keep it on file with proper tagging, expiry tracking, and access control.

passport-renewal.pdf

2.4 MB · Drop into Visa Documents

Auto-routes to selected folder
Optional expiry date for renewals
AES-256-GCM at rest, every write path

Mode 2

Sign

Drag-drop fields onto the PDF, choose recipients and order, then send. Each signer gets notified in turn. Audit trail appended on completion.

Signature

Date

Initials

Sarah →

Michael

Drag-drop signature, initials, date, name fields
Sequential signing with custom order
Audit trail PDF appended on completion

Document detail

Large preview. Quieter sidebar.

The redesign puts the document itself in the spotlight. Metadata steps back. Signing happens in the same view.

Employment Contract — Sarah Johnson

Contracts · Sequential Signing · 3 Recipients

All Signed

Signatures

Sarah JohnsonMar 20, 2026 · 9:15 AM

Michael Chen

Michael ChenMar 20, 2026 · 10:32 AM

AES-256 Encrypted · SHA-256 Verified

Expiry tracking

60. 30. 7. Today.

Owner, department head, executives, and administrators all get pulled in on a predictable cadence. No more "the visa expired last week" surprises — the right people see it coming.

Visa renewalsInsuranceCertificationsMedical clearancesContracts

Expiry reminders

Daily

60 days

Insurance Certificate

30 days

Visa Renewal

7 days

Liability Cover

Today

Training Certification

Insurance Certificate

Renews in 60 days · Owner + leadership notified

Visa Renewal

Renews in 30 days · Owner + leadership notified

Liability Cover

Renews in 7 days · Owner + leadership notified

Training Certification

Expires today · Final reminder sent

Looped in:OwnerDepartment headExecutivesAdministrators

Action Required

12 items

All

To sign

Expiring

Overdue

Employment Contract — S. Johnson

You · Due tomorrow

Sign

Visa Renewal — M. Patel

HR Ops · Expires in 7 d

Expiring

Insurance Certificate — A. Wong

Operations · Expired 2 d ago

Overdue

Performance Review — J. Park

You · Due Friday

Sign

Action Required

One tray. Scoped to who you are.

Sign, Expiring, and Overdue all live in a single tray that filters itself based on your role. Employees see what's theirs. Admins see what the company needs. Nobody scrolls past other people's tasks.

Sign — pending signatures with due dates
Expiring — anything within the 60/30/7 window
Overdue — already past due, escalating

How it works

Drop, place, send, sign, done.

Drop into a folder

Open the employee cabinet, choose Contracts, Visas, or any custom folder.

Place fields

For Sign mode, drag signature, initials, date, name, and email fields onto the PDF.

Assign

Pick recipients, set signing order, add due dates, optional message.

Sign

Recipients draw, type, or reuse a saved signature. Mobile-friendly.

Complete

Audit trail appended. Signed PDF lands in the right folder. Everyone notified.

Drop into a folder

Open the employee cabinet, choose Contracts, Visas, or any custom folder.

Place fields

For Sign mode, drag signature, initials, date, name, and email fields onto the PDF.

Assign

Pick recipients, set signing order, add due dates, optional message.

Sign

Recipients draw, type, or reuse a saved signature. Mobile-friendly.

Complete

Audit trail appended. Signed PDF lands in the right folder. Everyone notified.

Signing toolkit

Everything you'd expect — and a few things you wouldn't.

Signature

Initials

Date

Name

Drag & drop field placement

Signature, initials, date, name, email, company, title. Color-coded per signer with validation before send.

Jane Smith

Draw or type

Freehand canvas, 8 cursive font styles, or reuse a saved signature. Quality validated.

Sarah — Signed

Michael — Pending

David — Waiting

Sequential & parallel

Order signers, group them, or let everyone sign at once.

Signer 1Sarah Johnson — Mar 20, 9:15 AM

Signer 2Michael Chen — Mar 20, 10:32 AM

Signer 3David Park — Mar 20, 11:47 AM

IP192.168.x.x, 10.0.x.x, 172.16.x.x

HashSHA-256 verified

Audit trail PDF

Every document gets a downloadable audit trail — signers, timestamps, IPs, status — appended as a final page.

Share without signing

Send for review only — recipients get notified, no signature required.

Why switch

Everything DocuSign does — plus the cabinet around it.

No extra subscriptions, no per-envelope fees, and your documents finally live where the rest of your team's work lives.

Feature	BookYourPTO	DocuSign	DocuSeal
Per-employee filing cabinet
Custom folders with icon + color
Expiry reminders (60/30/7/today)
Drag & drop field placement
Draw + Type + Saved signatures
Sequential & parallel signing
Audit trail PDF download
AES-256-GCM encryption at rest
Built into HR platform
Leave management + calendar
Expense tracking + approvals
No per-envelope fees

Security

Encryption survives every new write path.

AES-256-GCM at rest applies on Store, Sign, /assign, and /bulk-send — every entry point. Quota gates protect the /assign and /bulk-send endpoints so a single mis-click can't run away with your plan. Every signature captures consent timestamp, IP, user agent, browser timezone, and an optional geolocation.