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?
What are shared and custom folders?
Custom folders are those that you can adapt to your company’s needs. You may create as many as you want by following this path:
Documents >> Shared >> Create folder.
When creating new custom folders, you can create shared folders for multiple employees or create individual folders that will be displayed in each employee’s profile (multiple folders per employee). When you create multiple folders, you can configure it to be a hidden folder for the employee. The general roles will see it in the employee's profile, however, the employee will not be aware that this folder exists.
Keep in mind that you can send one or more documents to the entire company if you click on Assign to the entire company.
Before uploading any document, make sure you’ve already created the folder where you want to store it. Once it’s created, open it and go to the “Access” tab to see who has access and decide who can also edit it. We explain how in this article.
The same document can be sent to the employee you choose through general folders. Once the file is uploaded, it is stored in each employee folder.
