How to Manage Company Documents with the Document Explorer

The Document Explorer within the HR Data Management system allows you to organize, store, and manage company documents and templates. See how to create and manage folders, add subfolders, upload documents, edit folder and document names, and delete items. 

1. Go to Products—HR Data Management > Documents Explorer in the Left Nav.
   

Adding folders, subfolders, and documents

1. The software comes with two main folders: Company Documents and Templates. To add folders, subfolders, and documents, select the applicable folder. The process is the same for both folders.
   
2. Click New Folder.
   
3. Enter the relevant folder name and click Save. For our example, we're adding an Onboarding New Hires folder to the Company Documents main folder.
   
4. To add a subfolder, click New Folder and follow the same process. For our example, we're creating a subfolder named FTE Checklist under Onboarding New Hires.
5. To upload documents to the new folder, click the upload arrow.
   
6. Click Browse and double-click or drag the applicable document.
   
7. Enter and select the pertinent details, and click Save.
   

Deleting folders, subfolders, and documents

1. To delete a folder or a document, select it and click the trash can icon. For our example, we're deleting a folder. Note: The process for deleting a document is the same.
   
2. Click Yes to confirm the deletion.
   

Editing folders, subfolders, and documents

1. To edit the name of a folder or document, select the applicable one and click the edit icon.
   c
2. Enter the new name and click Save.
   
3. The name change will be reflected.
   

You're done! 😊👍