Document management
- Can documents be signed?
- Who has access to the documents?
- Can I create more folders?
- What storage capacity do I have in my Document Manager?
- How can I upload documents from the web panel?
- Can I upload payrolls to the Document manager?
- What is the Document manager and how is it structured?
- Can folders not visible to the employee be created in the Document manager?
- What are general documents?
- What are shared and custom folders?
- Can I restrict access to shared folders for specific roles?
- What are document templates?
- How does document bulk sending work?
- What is Simple Signature and how does it work?
- How will the employee and administrator be notified regarding the signing of documents?
- How can employees sign documents?
- How can I use bulk sending to request employees to fill in and sign documents?
- How do I change access to shared folders?
- Can I increase my Document manager storage capacity?
- How do I download or delete several documents or folders at once?
- How do I decide whether my employees can upload documents to a folder?
How do I change access to shared folders?
To change access to a shared folder, open the folder and go to the Access tab. There you can see who it is assigned to, how many people each assignment includes, and who can also edit it.
Previously, this access was managed from each folder’s key icon. Now everything is in the Access tab.
How to see who has access
- Go to Documents >> Shared and open the folder.
- Click the Access tab.
- You’ll see a table with the assigned employees, workplaces, departments, or groups. In the same row, you’ll see the type of action each of these entities can carry out: view or edit.
- If you want to add more people, click “+ Assign”. And if you want to remove someone’s access, click the quick actions button (three dots) >> “Unassign”.
Important points
- Whoever creates the folder can always view and edit it. You’ll also see a green label next to their name with the text “Creator”.
- Assignments to workplaces, departments, groups, or the entire company are applied automatically to anyone who joins or leaves them.
- The “view” action is included in all access. To stop someone from viewing the folder, unassign them.