'Company documents' is a one-stop place for all essential company policies: security policies, company benefits, employee handbooks, and more - all tailored to your specific role.
As an admin, this means a streamlined process for distributing documents, ensuring that each file reaches its intended user and team securely and efficiently. This goes beyond mere document sharing; it's about equipping everyone with the tools and knowledge they need from day one.
Uploading documents
To upload and organize your company's documents, navigate to 'Settings' > 'Documents' > 'Public documents' > 'Actions' > 'Upload document'.
When uploading new documents, you can add details, such as: the name of the document, description, choose a document category and select its visibility (Everyone; Admins only; Specific employees).
Documents can be updated or deleted at any time. As an admin, you can keep the document pool current and applicable by simply clicking on the three vertical dots next to the file and selecting either 'Edit' or 'Delete'.
To quickly find a specific document, use the 'Filter' drop-down. You can filter documents by their category or use a search bar to type their names.
Accessing documents
The 'Company documents' tab in the 'Company' section displays all documents the employee has access to, organized by category and sorted alphabetically.
Your employees can use a search function to filter documents by name or by using the 'Filter' drop-down, making it easier to find specific documents.