Documents
Documents is a searchable library for company policies and internal files, organized by category.
What you can do
- Upload a file under a category: Personal, Identity, Contract, Policy, or Other.
- Search and filter the library.
- Download or delete a document you have access to.
Use case: upload a document
1
Navigate to Documents and click Upload Document.
2
Give it a name and choose a category: Personal, Identity, Contract, Policy, or Other.
3
Choose a file (PDF, Word doc, or an image), then click Upload.
Policies live here too
The Compliance module's Policies page shows this same library filtered to the Policy category, so uploading a policy document here is what makes it appear there.