BookYourPTO
v1.0.11 · Now liveDocuments Redesign

Open  the  cabinet,  not  a  pile. 

Documents now opens to a cabinet of folders — 13 built-in categories, your own customs, and a quiet system that knows what's expiring and who needs to act.

Open your cabinet Read changelog
Released April 30, 2026
13 categories + custom folders
AES-256-GCM at rest

01 · Cabinet

A folder cabinet
for every drawer.

Open Documents and you land on a cabinet, not a list. Thirteen built-in categories cover what HR actually files — contracts, offer letters, performance, ID, visa, insurance, tax, medical and more — each with its own colour, icon and live count.

  • Coloured tabs and counts at a glance — empty drawers stay quiet.
  • Active folder pulses softly so you never lose your place.
  • One click into any drawer. One click back. No hunting.
Documents · Cabinet
9 of 13
12

Contracts

12 documents

8

Offer Letters

8 documents

5

Performance

5 documents

9

ID Documents

9 documents

3

Visa Documents

3 documents

6

Insurance

6 documents

4

Tax Documents

4 documents

Empty

Medical

No documents yet

7

Custom: Onboarding

Custom folder

02 · Custom folders

Custom folders, your way.

When the built-ins don't fit, build your own. Pick a Lucide icon, dial in a hex colour, give it a name — and it lives next to the rest of the cabinet.

New folder Live preview
Onboarding Pack15 / 50
#2563EB
Preview
7

Onboarding Pack

Custom folder

Rules
  • Names up to 50 characters
  • Any Lucide icon, any hex colour
  • Soft-delete reuses freed names

03 · Upload

Store. Or sign.

One upload, two intents. Drop a file in to file it away — or flip the switch and it becomes a sign-ready document with fields, recipients and an audit trail.

Store

File it away

Drop a contract, ID scan or insurance certificate straight into a folder. Pick an expiry date and we'll quietly remind everyone who matters.

Folder Contracts
ExpiryMar 20, 2027
VisibilityHR + Owner
Sign

Send for signature

Flip the switch and the same upload turns into a sign request — recipients, sequential order, drag-and-drop fields, audit trail. Lands in the same folder when done.

Recipients3 signers · sequential
FieldsSignature, Date, Initials
On complete Filed to Contracts

04 · Expiry rail

Stay ahead of expiry.

Every document with an expiry sits on a rail — 60 days, 30 days, 7 days, then today. At each stop we loop in the right people, automatically.

Owner
First to know
Dept head
Looped from 30d
Execs
Cc'd at 7d
Admins
Always notified
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
12
To sign
5
Expiring
4
Overdue
3
SJ
Employment Contract — S. Johnson
You · Due tomorrow
Sign
MP
Visa Renewal — M. Patel
HR Ops · Expires in 7 d
Expiring
AW
Insurance Certificate — A. Wong
Operations · Expired 2 d ago
Overdue
JP
Performance Review — J. Park
You · Due Friday
Sign

05 · Inbox

One inbox. Three reasons.

Sign requests, expiring documents and overdue items collapse into a single Action Required tab. Filter with a chip, clear with a click.

  • To sign — pending signatures, ordered by due date
  • Expiring — within 30 days, sorted by urgency
  • Overdue — past expiry, escalated to admins

06 · Under the hood

Quietly hardened.

The bigger work happened underneath. New quota gates, tighter tenancy boundaries, fresh advisories cleared, RBAC pulled into one place.

Quota gates
On /assign and /bulk-send
Multi-tenancy
Enforced on every new endpoint
AES-256-GCM
At-rest encryption everywhere
Advisories cleared
postcss + @tootallnate/once
Centralised RBAC
Single permission surface
Hardened uploads
MIME + magic-byte validation
Calendar privacy
Enforced at every layer
Audit on every read
Who, what, when, where
Ready when you are

Open your cabinet.

Live in every workspace today. No migration, no flag flip — your existing documents are already filed.

Open your cabinet Start trial

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