Company documents can be added to your Employee Portal by all Admins using the Documents feature from the main menu on the left-hand side.

To get started, simply click on "New document" and then you can add either the file or link to an online file/folder.

You can then categorise these documents by clicking on the "Add category" button, and then giving a new name and icon to that category. Once added, you can add your document into the new category via the + button.

The end result on the Admin portal will then appear like this:

Additionally, each document that you add to the Documents tab will be available in the documents section of each employee's Employee Portal, alongside their own personal documents that they have added to their profile.

Restricting Access

The categories can be restricted to only show for specific workspaces or departments. This is done by clicking the three dots on the far right of the category. Click "Set access" and you will be able to choose which employees are supposed to have access to this document.

Requesting Approval

If you have documents that you want your employees to have read and approved, 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 when they have read it.

In the admin portal you can track who has read and approved of this document.

Important - if you want to upload documents to a specific Employee so that the document can only be seen by the employee, their manager, and any Admin, then you need to add it to their profile instead.