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Shared documents

How to create and manage documents added to the team library

Martin Lapointe avatar
Written by Martin Lapointe
Updated this week

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,

  1. Go to the “Documents” tab in the main menu on the left

  2. Click on the “Shared Documents” option at the top of the page

  3. Click on “Upload or Add”

  4. Select the “Folder” option

  5. Name the folder

  6. Choose who can manage and edit the folder

  7. Select the audience (which employees will be able to view the documents added to the folder)

  8. Press “Create”

You can then add documents to your files and manage them.

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:

  1. Notify

  2. Manage permissions (editing and viewing rights)

  3. Copy the link to the folder

  4. 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:

  1. Go to the “Documents” tab

  2. Click on the “Shared Documents” option

  3. Click on “Upload or Add”

  4. Select the “New Document” option (*Note that you can also choose the “From Template” option to use an existing document template.)

  5. Name your document

  6. Write the document

  7. 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:

  1. Go to the “Documents” tab

  2. Click on the “Shared Documents” option

  3. Click on “Upload or Import”

  4. Select the “File” or ‘Folder’ option under the “Import” section

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:

  1. Preview

  2. Manage permissions

  3. Publishing settings -> Notify and Unpublish

  4. Signatures -> View signatures and Activity log

  5. Move

  6. Comment

  7. More options -> Download, Duplicate, Duplicate original, and Copy link

  8. Archive


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