File Tab: managing company and team member documents

The Files section helps you organize, find, and manage documents across your company. Here's how to navigate and use the document management system.

The Files section includes:

• Separate tabs for Company and Team Member files
• Search and filtering capabilities
• Columns for document tracking
• Visibility settings to manage file permissions

Navigating the Files Section

Company Tab vs Team Members Tab

When you navigate to Company > Document Management > Files, you'll see two distinct tabs:

• Company files – Contains company-wide documents like policies, templates, and compliance materials
• Team member files – Contains employee-specific files like contracts, payslips, and personal documents

See also: [Customer] How to upload a file

This separation helps you quickly locate the right type of document.

Understanding the Columns

Each file displays information in columns:

• Name - the name of the file
• Type – Document category (Contract, Payslip, Policy, Compliance, etc.)
• Assigned To – The employee linked to this file (for team member files)
• Who Can View – The visibility setting for the file:
  • Hidden – Uploaded by employer, not visible to the employee
  • Restricted – Personal file visible only to the employee and specific employers with permission
  • Public – Visible to the employee and all employers with access to the Files tab
• Added – The date and time of upload
• Added By – The admin or employer who uploaded the file

Finding Documents

Using Search: Type the document name in the search bar to quickly locate any file.

Using Filters: Narrow down your results using filters:

• Document Type – Filter by Contract, Payslip, Policy, and more
• Added Date – Select a date range to find files uploaded within a specific period
• Uploaded By – View files uploaded by a specific admin or employer