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How to use the "Documents" section

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 "HR" tab

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 "Documents"

3- Click on the "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- Manage permissions;

3- Move (to a folder);

4- Comment;

5- Make a copy;

6- Copy link;

7- Download file;

11- Archive.


3- 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''.


4- Adding 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.


5-Add documents via the ''Documents'' menu

You can also add a document to an employee profile via the documents menu.

  1. Click on the ''HR'' tab in the main menu

  2. Click on the ''Documents'' submenu

  3. Click on "Upload or add".

  4. Select one of the following options

    -New document

    -From a template

    -Import a file


6- Create folders

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

To do this, first click on "Upload or add" 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.


6- 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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