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How to use the "Documents" section in your employee's profiles
How to use the "Documents" section in your employee's profiles

How document sharing works with the Plus plan

Valérie Roy avatar
Written by Valérie Roy
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''.

1.2 Via the ''Employees'' menu

You can also quickly consult all the documents sent by your employees in one place.

To do this,

1-Go to the ''HR'' tab in the main menu on the left

2-Click on "Employees"

3-Click on the "Pending documents" tab at the top of the page

Wether you view a pending document in the employees profile or via the Employees menu, you can choose from the following options:

1-Classify (to add the document to the "Documents" section);

2-Comment

3-Download file

4-Copy link

5-Archive


2-Manage documents

Once the documents have been moved to the "Documents" section, you will have several options:

1- Preview;

2-Edit information, which lets you manage access, make the folder visible to employees and change the name of the file;

3- Comment;

4- Move, to move the document to a folder;

5- Make a copy;

6- Download file;

7- Copy link;

8- Archive.


3- Import documents or folders

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

To do this, simply click on ''Add new or import'' and then select the ''Import'' -> ''document'' or ''folder''.


4- Adding documents

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

To do this, simply click on ''Add new or import'' 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.


5- Create folders

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

To do this, first click on "Add new or import" and then select "Folder".

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.


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