There are two 'Documents' tabs you will see in People®. This article will be going into more detail on Company Documents. To learn more about Employee Documents (stored under each employee record), please see:
You will find company documents under the 'Documents' tab on the left hand side. This is for your company documents (Company Handbook, Office Manual, Policies etc.)
To add a new document to this area, select the plus icon:
From here you will see this screen:
You then have two options which will be explained individually below.
Upload a document from your computer
Drag and drop the document(s) you wish to add, or use the 'Click Here' button to browse your files.
Once you have selected a document, you will be prompted to select a Category. (If the category you want to select isn't there, click 'Manage This List' to add more options).
Use the Company, Location and Department filters to specify who you wish to be able to view this document. If not included in the filter, this document will simply not show for a user in this area.
Use the 'Employee Access' and 'Manager Access' to specify which user status you wish to view this document. This will go by the status shown under an employee's name in their own record, for example:
If both options aren't selected, only admins can view this document.
5. Click 'Next' to add the document.
Add a Link
Enter the text in which you want to be displayed to identify the link.
Copy and paste the link in the URL section.
Select a category
Use the Company, Location and Department filters to specify who you wish to be able to view this document. If not included in the filter, this document will simply not show for a user in this area.
Use the 'Employee Access' and 'Manager Access' to specify which user status you wish to view this document.
Archive Documents
Although there isn't a specific button called 'Archive', you can simply archive documents by changing their access so that only Admins can view this document keeping 'Employee Access' and 'Manager Access' unticked:
You can also create a new document category called 'Archived' to separate these.
Thanks,
Customer Services Team.