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.

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."

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

To do this, simply click on "Create or upload" and then select "File upload" or "Folder upload". An uploaded folder keeps its structure, up to 5 levels.

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

To do this, simply click on "Create or upload" and then select "Text document" or From 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.

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;

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.

A folder can itself contain folders, up to 5 levels in total: the top-level folder and 4 levels of subfolders.

To create a subfolder;

📌 A subfolder always inherits the access rights of the folder that contains it. Permissions are edited on the top-level folder only, and apply immediately to everything inside it.

📌 Once at the 5th level, the "New folder" option is no longer offered.

The breadcrumb, under the page title, shows where you are and lets you move back up the tree.

Documents and folders are moved from the three dots (...) to their right, then "Move".

When a folder is moved into another folder, a confirmation reminds you that the folder and its contents will inherit the access rights of the destination folder.

📌 A move that would exceed 5 levels, or that would place a folder inside itself, is refused.

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

Consult this article for more details.