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Workly

Documents and certificates module

Documents and certificates that write themselves, no HR queues

The employee requests the certificate they need themselves, and Workly generates it from a template on the spot. Every company document — contracts, certificates, files from the other modules — lands in one place, ready to search and send.

From request to document, with no manual work

  • Self-service certificates

    The employee requests an employment, seniority or bank certificate straight from the app, and HR simply approves it — or lets it generate automatically.

    • Requested straight from the app or phone
    • One-click approval or automatic generation
    • No trips and no queues at the HR desk
  • Generation from DocX templates

    You upload your own Word templates, with your header and official format, and Workly fills in the employee's data in place of the fields.

    • Your own templates, in your company's format
    • Data fills itself in, with no transcription errors
    • The same document looks identical every time
  • Inbox that gathers everything

    A single inbox automatically pulls together documents from every module — contracts, certificates, leave papers, files — so you no longer hunt through folders and emails.

    • Documents from every module, in one place
    • Quick search by employee or document type
    • No lost folders and stray attachments
  • Expiry reminders

    For documents with a deadline — medical clearances, permits, certificates — Workly alerts you in advance, so an expiry never catches you off guard.

    • Alerts before a document expires
    • Visibility over what's about to expire
    • Planned renewals, not last-minute scrambles
  • Distribution and confirmation

    Send a document to one employee or the whole team and see who received and opened it — useful for policies and internal notices.

    • Send individually or to the whole team
    • See who received and opened the document
    • A clear history of every distribution
  • Tidy archive per employee

    Every employee has their own digital folder, with all their documents organised and accessible according to role.

    • A complete digital folder for each employee
    • Access based on role and permissions
    • Documents stay tidy, not scattered

Paper certificates vs. Workly

Classic documents (paper / email)

  • The employee asks for a certificate by email or at a desk, and HR writes it by hand
  • Templates filled in manually, with a risk of errors and inconsistent formats
  • Documents are scattered across folders, emails and physical files
  • No one notices when a clearance or certificate has expired

Documents with Workly

  • The employee requests the certificate themselves, and generation is automatic from a template
  • Data fills itself into your template, identical every time
  • All documents from every module land in one searchable inbox
  • Automatic reminders before a document with a deadline expires

Frequently asked questions about documents

Can I use my own certificate templates?

Yes. You upload your DocX templates with your company's header and format, and Workly fills in the employee's data wherever you defined the fields. The document comes out in your official format.

Can employees request their own certificates?

Yes. The employee requests the certificate they need straight from the app or phone, and HR simply approves it. You can also let common certificate types generate fully automatically.

What documents does the inbox collect?

The inbox automatically gathers documents generated across every module — contracts, certificates, leave-related papers and other files — in one place where you can search by employee or by document type.

How is the data in documents protected?

Personal data is encrypted, access is limited by role, and information is deleted automatically at the end of the defined retention period, in line with GDPR principles.

Built for companies in Romania

  • Protected data (GDPR)

    Documents hold sensitive personal data: it is encrypted, accessible by role and deleted automatically at the end of the retention period.

  • Local support, in Romanian

    A support team in Romanian that understands which certificates and papers companies in Romania actually need.

  • App on your phone (PWA)

    Employees request and receive their documents straight from the phone — a mobile companion installed from the browser, no app store.

Ready to stop writing certificates by hand?

We'll show you Workly on your company's document workflow, in a short demo.

Request a demo