How to Manage Document Folders:

This guide explains how you can manage Document Folders

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  1. As an admin, navigate to "Admin" and click on "Settings."
  2. 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.
  3. 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).
  4. Click "Save" to create the new folder. It will now appear in the applicable users' documents upon a page refresh.
  5. 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.
  6. After clicking "Save," the new company document folder will be visible to the specified users.

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