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Employee profile and documents

How document sharing works with the Plus plan

Martin Lapointe avatar
Written by Martin Lapointe
Updated over a week ago

If you subscribe to the Plus plan, you'll have access to the "Documents" section of your employees' profiles.

Your employees will be able to upload files which you can then sort and add to their profile.

You can also import existing documents and create new ones.


1- Receive documents

1.1 In the employee's profil

When an employee submits a document, you view it by going in their profil under the "Documents" tab and then click on "sent by employee."


2- Import documents or folders via the employees profile

You can also import documents or folders that have not yet been shared by your employees.

To do this, simply click on "Upload or add" and then select the "Import" -> "file" or "folder."


3- Adding documentsComment utiliser la section « Documents »via the employees profile

You can also add blank documents and edit them directly via Agendrix.

To do this, simply click on "Upload or add" and then select the "New document" or From a template

If you chose to create a new document, you can then give a title to your document and write the document.

If you chose to use a template, you will be able to select the template of your choice or create a new one.


4- Create folders

You can also create folders to facilitate the filing of various documents.

A default folder structure can be set in place by an admin or individual folders can be added in an employee's profile.

To add a folder for a specific employee;

  1. Go to the employees profile

  2. Click on the "Documents" section

  3. Click on "Upload or add"

  4. Choose the "Folder" option

You can name the folder and choose who will have access to it from the various roles, as well as determining whether or not the employee can view it.

📌 You can also check the "Create folder for all employees" option.


5- Request employees so to sign documents

You can request that your employees sign some document directly in Agendrix.

Consult this article for more details.

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