Two libraries
Documents on the Manager menu is the company library: a folder tree you control. My Documents on Self is what one employee can open. Policies and letters have their own screens; copies can still show up in My Documents. The product page is document management software.
Folders and upload
- Open Documents. The sidebar is Folders.
- New folder creates one. You can Rename or Move it later. Confirm with Create or Save.
- Select a folder and Upload. The window is Upload document. While it sends, the button reads Uploading….
Search with Search files…. Filter All types, PDF, Images, or Folders, and switch list or grid. On a file you can Download, Open source, Rename, Move, or Delete. An empty folder offers Upload a file.
Some folders are linked from another part of the product and are read-only. You will not get the full set of row actions on those.
My Documents
Employees open Self, then My Documents. Filters are All sources, Uploaded, Policies, Letters, and Profile fields. Browse opens a folder.
That is how a published policy or a generated letter can appear on their side without giving them the company library. Profile files are the File-type custom fields on their record.