Agendrix allows you to gather documents that need to be shared with your employees in one place so that they are always accessible.
Write or import your document, then make it available to the desired audience in just a few clicks!
1- Organize shared documents into folders
1.1 Creating folders
Agendrix recommends that you first create folders so that all shared documents added to them are automatically accessible to the desired audience.
For example, you could create a folder for each position, such as Cashier Documents, Cook Documents, Company-wide Documents, etc.
To create a new folder,
Go to the “Documents” tab in the main menu on the left
Click on the “Shared Documents” option at the top of the page
Click on “Create or upload”
Select “New folder”
Name the folder
Choose who can manage and edit the folder
Select the audience (which employees will be able to view the documents added to the folder)
Press “Create”
You can then add documents to your files and manage them.
A shared folder can itself contain folders, up to 5 levels in total: the top-level folder and 4 levels of subfolders. Open the folder, then click on “Create or upload” and “New folder”.
📌 A subfolder automatically takes on the audience and editing rights of the folder that contains it. These settings are edited on the top-level folder only, and apply right away to everything inside it.
1.2 Managing folders
To manage existing folders, click on the three dots to the right of the folder.
You will then have the option to:
Notify
Settings (editing and viewing rights)
Move the folder
Copy the link to the folder
Archive the folder
2- Creating documents
2.1 Creating a shared document in Agendrix.doc format
To create documents in Agendrix.doc format and then add them to shared folders:
Go to the “Documents” tab
Click on the “Shared Documents” option
Click on “Create or upload”
Select the “Text document” option (*Note that you can also choose the “From template” option to use an existing document template.)
Name your document
Write the document
Save as a draft or publish the document to make it accessible to employees
2.2 Create a shared document from an existing document (PDF, Word, etc.)
To create documents to add to shared folders from existing files:
Go to the “Documents” tab
Click on the “Shared Documents” option
Click on “Create or upload”
Select “File upload” or “Folder upload”
2.3 Manage shared documents
To manage an existing shared document, click on the three dots to the right of the document.
You will then have these options:
Preview
Settings
Publishing settings -> Notify and Unpublish
Get signatures
Move
Comment
More options -> Download, Duplicate, Duplicate original, and Copy link
Archive
