Know thoroughly the Files Feature

Company documents, Documents in bulk and Auto-Send documents.

 1️⃣ Company Documents 

Here you can upload public documents for the whole company. If you make them public, all employees will be able to see them. Otherwise, only administrators will be able to access them.

To Upload Documents
Just click on (+Upload Documents). 

Document Settings
The configuration wheel will redirect you to Document Settings.

Company Documents

🔺 Only if you have an Enterprise Plan, you will be able to edit and create document folders.

2️⃣ Employee Documents 

From this section, you will be able to filter: teams, locations or folders. 
This will allow you to locate the various documents of all your employees and access them directly or perform other actions such as: 

  • Delete 
  • Dowload it 
  • Go within the document 

Employee Documents

Employee documents

  3️⃣ Documents in Bulk 

Upload one or more PDFs (like contracts or payslips) and send them to your employees. You can choose between: 

⚪  Split the PDF in separate documents
⚪  Don't modify them
⚪ Combine them in a unique document 

⏺  How to Download Documents in Bulk? 

  1. Drag and drop here a PDF document or browse file/s
    Drag and drop
  2. Fill in the requested fields 
  3. Upload document 

Auto - Send Documents 

  • Drag and drop various or one PDF document.
  • Select the Folder Name 
  • Select the Upload Type 
  • Upload document 
  • Press Auto Send Documents 

Automated documents