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My Documents ​

Access employment and onboarding documents across all engagements.

Route ​

/my-documents

Sub-routes ​

  • /my-documents?view=all-engagements -- view documents across all engagements
  • /my-documents/preview/:docType/:docId -- document preview
  • /my-documents/preview/:docType/:docId?eor-instance=:id -- preview with engagement context

Version routing ​

A version router (VersionRouter) checks the useNewCandidateDocs feature flag and renders either the V1 or V2 document list. The documentation below covers V2.

Engagement selection ​

A dropdown (EngagementPicker) at the top allows the candidate to select which engagement's documents to view. Each option shows "Job Title - Entity Name" with an active badge for current engagements. An "All Organizations" option (using ALL_ENGAGEMENTS_ID) is available when allowAllOption is set, which switches to the all-engagements mode and shows documents from every engagement. The picker only allows switching when there are more than one engagement.

The previously selected engagement is persisted in the selectedEngagement store. Switching engagement clears the current documents and reloads via getCandidateMinimalDocuments.

Search and filtering ​

A multi-query search bar (SearchFilter) filters documents. Multiple terms can be separated by commas (stored in the URL as ?queries=term1,term2). Search matches against:

  • Document display name
  • Organisation name
  • Job title
  • File name

All query terms must match (AND logic via every). Results are sorted alphabetically by document name using localeCompare. The search filter is disabled (pointer events off, 50% opacity) until an engagement is selected.

Document types ​

Contract ​

Employment agreements for employees or assignment sheets for contractors.

Services agreement ​

For contractors and individual contractors that have an agreement version set. Duplicate versions across engagements are deduplicated automatically.

On-demand services agreement ​

For contractors with an "On Demand" schedule type. Displayed separately from standard services agreements.

Onboarding documents ​

Documents uploaded during the onboarding process. Some have signing requirements (identified by a signing ID) while others are review-only.

Onboarding tasks ​

Active onboarding requirements for the "Worker First Day" phase. Displayed with a light blue background (bg-light-blue class) to distinguish them from completed documents.

Insurance policy ​

Insurance templates based on the medical insurance level (Basic, Standard, or Premium) for the engagement's country. Can contain multiple file attachments.

Document card ​

Each document card (DocumentCard) is rendered as a SmallCard in a flexible grid layout (350px min width, 400px max, 280px height). Each card shows:

  • Document name (display name)
  • Job title
  • Organisation name
  • Date uploaded (or "Insurance Date" for insurance policies, formatted with formatDateRemundoStandard)
  • File name (clickable link with paperclip icon; clicking navigates to preview)
  • Uploaded by
  • Date verified (formatted when available)

Clicking the file name dispatches a fileNameClicked event that navigates to the preview route with the document type, ID, and engagement context as query parameters.

When a file name is clicked, the app navigates to /my-documents/preview/:docType/:docId with query parameters:

  • eor-instance -- the engagement ID
  • idx=0 -- added for insurance policies to support multi-file navigation
  • Current filter view and search queries are preserved in the URL