How to Add Documents:
When you sign in as a new user, your documents-page will be blank, aside from the text "Add category”. You’ll get started by:
Clicking on that text, entering a category name and choose an icon for your new category.
Once the category is created, click the plus (+) button that will appear to your right to add a document.
Choose to either upload a file or link to an online file/folder.
If you link a document, any updates made in the original location will automatically reflect in the portal.
How It Appears in the Admin Portal:
Where to Find Documents
When you add a document to the Documents tab, it will automatically appear in the documents section of each employee’s Employee Portal. Employees will see these alongside any personal documents they have uploaded to their profile.
How It Appears in the Employee Portal:
Uploading Documents for a Specific Employee
If you want to add a document for a specific employee, you will upload it directly to their profile under the ”People” section, found in the main menu. These documents will only be visible to:
The employee
Their manager
Any Admins
Restricting Access
You can choose category visibility to specific workspaces or departments:
Click the three dots next to the far right of the category.
Select "Set access" to choose which employees can view the document.
Requesting Approval
If you have documents that you want your employees to have read and approve, you can do this by clicking the request approval from every employee who has access to that document.
This will prompt a notification to all employees to read and approve the document once they have read it. You can request approval several times.
In the admin portal you can also track who has read and approved the document(s).
