How do I manage documents? (Desktop)

Modified on Fri, 16 Sep 2022 at 04:23 PM

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You're on the Desktop version of this article. To view the Mobile version see How do I manage documents? (Mobile)

Love that thrill you get from crafting the perfect document, announcement, or policy but have a sneaking suspicion that your team aren't actually reading them once you've finished? We feel your pain. Luckily, our documents feature lets you upload your creations so that you can make sure that everyone who needs to reads them. Or else.

  1. Head over to the settings page by clicking on the cog icon at the bottom left of your screen.
  2. Select the 'Documents' tab under the Team heading on the left of the screen.
  3. Here you'll see any documents that have already been uploaded to your account. 

    1. Add new documents by clicking the 'Add Document' button at the top of the page. Enter the document name, then upload your file and choose who you want to see it. You can also choose whether employees are required to read the document or if it's just there for reference, and set a deadline for it to be read by.
    2. To edit an existing document click the 'Edit' button to the right of the listing.
    3. To delete an existing document click the bin icon to the right of the listing.

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