Where to find documents
- On your sidebar, go to Documents
- From here you can access:
- Public
- Internal
- Employee
- Send in bulk
- Document templates
- Trash
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1720617053033/Screenshot%202024-07-10%20at%2015.10.49.png)
Public Documents
In the "Public" section, you can upload public documents for the whole company to see. If you make them public, all employees will be able to see them.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1720617257337/Screenshot%202024-07-10%20at%2015.14.13.png)
To upload new documents:
- Click on Upload Files in the top right corner
- Drag and drop the document
- Click on Upload Files
Private Documents
In the "Private" section, you can manage the internal company documents. Only employees with permissions can access this space.
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1720617220531/Screenshot%202024-07-10%20at%2015.13.36.png)
How to upload or send to the trash private documents
- Open the folder in which you want to add documents
- Click on Upload files in the top right corner
- Drag and drop the document
- Click on Upload files
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1720617313214/Screenshot%202024-07-10%20at%2015.15.09.png)
To send a file to the trash:
- Click on (..)
- Select Move to trash
HARD DELETE A DOCUMENT
Employee Documents
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1720617675717/Screenshot%202024-07-10%20at%2015.21.11.png)
Send in Bulk
Learn more about Documents in bulk
![](https://static.helpjuice.com/helpjuice_production/uploads/upload/image/15018/direct/1720617922986/Screenshot%202024-07-10%20at%2015.25.17.png)
Create folders and subfolders
To add a folder
- Go to Settings
- In General, open Documents
- Select the space where you want to add a new folder (Employee, Private, or Public)
- Click + New folder to add a new one
To add a subfolder
- Open a folder of your preference
- Click + New folder
- A subfolder will be created within the main folder
💡 To add extra information to your documents, you can apply Custom fields to each folder and subfolder.
Document Templates
Learn more about document templates
![Document templates](https://4960096.fs1.hubspotusercontent-na1.net/hubfs/4960096/Document%20templates.png)