Company Documents
Updated 1 day ago
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Overview
The Company Documents module provides centralised document storage and sharing for the organisation. Administrators can upload files, organise them into folders, set expiry dates, and share documents with specific employees with configurable permissions.
Accessing Company Documents
Navigate to HR > Company Documents in the sidebar.
Document Library
The documents page displays all uploaded company documents with search and folder filtering.
Document Statistics
Summary stats are shown at the top:
| Metric | Description |
|---|---|
| Total Documents | Number of documents uploaded |
| Folder Count | Number of folders created |
| Shared Documents | Documents shared with employees |
Search and Filter
| Filter | Description |
|---|---|
| Search | Search by document name or description |
| Folder | Filter documents by folder |
| Sort | Sort by creation date, name, or other fields |
Managing Documents
Uploading a Document
- Click the Upload button.
- Fill in the document form:
| Field | Required | Description |
|---|---|---|
| File | Yes | Select a file to upload |
| Name | Yes | Display name for the document |
| Folder | No | Assign to a folder |
| Description | No | Brief description of the document |
| Expiry Date | No | Date when the document expires |
| Is Public | No | Whether all employees can access the document |
- Save the document.
Editing a Document
- Click Edit on an existing document.
- Modify the name, folder, description, expiry date, or visibility.
- Save changes.
Deleting a Document
- Click Delete on a document.
- Confirm the deletion.
Downloading a Document
Click Download on any document to download the file.
Folders
Creating a Folder
- Toggle the Create Folder option in the upload form.
- Enter the folder name.
- Save.
Using Folders
Folders provide organisational structure for documents. Use the folder filter to view documents within a specific folder.
Document Sharing
Sharing a Document
- Click Share on a document.
- Fill in the sharing form:
| Field | Required | Description |
|---|---|---|
| Employee | Yes | Select the employee to share with |
| Permission | Yes | View or Edit access |
| Expires At | No | Optional expiry date for the share |
- Save the share.
Share Permissions
| Permission | Description |
|---|---|
| View | Employee can view and download the document |
| Edit | Employee can view, download, and update the document |
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