Document Center

How to Add Company Documents

How to Add Company Documents to the Document Explorer

1. In the Documents Explorer, click the Company Documents Folder and select   to add a new Folder. 

 

               

 

2. Name the new folder.

 

 

3. Click the newly added folder to open it and select    to upload a file.

 

 

4. Input the required information and click 

 

Setting Description
Name Display name of the Document
Description File Description
Choose a File Select a file to be uploaded
Share with employees

Enables all employees to view the file in their Profiles.

* Indicated with the    icon 

Specific Employee Scope (Optional)

Custom Fields - Select a custom field for the file to populate under in the employee Profiles

Groups - Select specific Groups to share the file with

 

* A new file will appear in the Document Explorer

 

 

5. Click the file to view the File Info

 

 

   Document Explorer Overview