Agendrix lets you gather documents that need to be shared with your employees in one place, so they're always accessible.
Write or import your document, then make it accessible to the desired audience in just a few clicks! 😍
1- File shared documents in folders
1.1 Creating folders
Agendrix recommends that you first create folders so that any shared documents added to them are automatically accessible to the desired audience.
For example, you could create a folder for each job, eg. Documents Cashiers, Documents Cooks, Documents for the whole company, etc.
To create a new folder;
Go to the “HR” tab in the main menu on the left
Click on the “Documents” submenu
Click on the “Shared documents” option at the top of the page
Click on “Add or import”
Select the “Folder” option
Name the folder
Choose who can manage and modify the folder
Select the audience (which employees will be able to view documents added to the folder)
Click on “Create”.
You will then be able to add documents to your folders 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 be able to;
Notify employees
Manage settings (editing and viewing rights)
Copy link to 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 add them to shared folders;
Go to the “HR” tab in the main menu on the left
Click on the “Documents” submenu
Click on the “Shared documents” option at the top of the page
Click on the folder to which you wish to add a document
Click on “Add or import”
Select the “New 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 Creating a shared document from an existing document (PDF, Word, etc.)
To create documents to be added to shared folders from existing files;
Go to the “HR” tab in the main menu on the left
Click on the “Documents” submenu
Click on the “Shared documents” option at the top of the page
Click on the folder to which you wish to add a document
Click on “Add or import”
Select the “File” or “Folder” option under the “Import” section
Select the file or folder you wish to import.
2.3 Managing 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;
Notify
Unpublish
Edit document
Settings (to modify permissions and audience)
Move
Comment
Duplicate
Copy link
Save as template
Download file
Archive
