How to Manage Document Folders:
This guide explains how you can manage Document Folders
- As an admin, navigate to "Admin" and click on "Settings."
- Under "User Documents," you will find existing document folders like IT policies or training documents. You can edit or delete these folders by selecting "Edit" and making necessary changes.
- To add a new folder for user documents, click "Add Folder." Provide a folder name, manually add a description or click "Generate," and specify who this folder applies to (all employees, certain conditions, or specific names).
- Click "Save" to create the new folder. It will now appear in the applicable users' documents upon a page refresh.
- Similar actions can be performed for company documents. You can edit or delete existing folders and add new ones with a document name, description, and recipient details.
- After clicking "Save," the new company document folder will be visible to the specified users.