ERPNext includes several built-in tools that support collaboration, organization, and visibility across documents and records. These features are accessible across modules, including HR documents such as Leave Applications, Expense Claims, and Employee Records.
Below are the key features and their purposes:
| Feature | What It Does | Why It Matters to You |
|---|---|---|
| Assigned To | Assigns responsibility | You’ll see tasks that need your input |
| Attachments | Stores supporting files | Upload needed documents like receipts or certificates |
| Shared With | Allows viewing access | Someone may view your file for awareness |
| Tags | Categorizes documents | Helps you filter your applications easily |
| Heart | Favorites/Bookmarks documents | Quick access to important or ongoing records |
| Comment | Adds notes or feedback | You or your manager can communicate in-app |
| Follow | Sends updates to you | Keeps you notified of any changes or replies |
These features don’t change document data but help you stay informed, collaborate, and find records faster.