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Company documents are not showing for users

Documents aren't showing for the selected area, employees has access to these documents.

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Written by Joshua Shooter
Updated over a month ago

To allow users to see Company Documents, ensure you action the following:

  1. Click on Documents tab.

  2. Click on Add a New Document [+].

  3. Select one of the following options:

    • Upload a document from your computer.

      • Click on Click Here, and upload your document.

      • Select a document Category from the dropdown list.

    • Add a link.

      • Add Display Text field.

      • Add the URL of the document.

      • Select a document Category from the dropdown list.

  4. Select the right filters to include the relevant employees:

    • Companies.

    • Locations.

    • Departments.

  5. Allow users' access to that specific document:

    • Tick Employee Access.

    • Tick Manager Access.

  6. Click Next.

  7. Click Close.

πŸ“ŒNote: To check the current access any document has:

  1. Click on Documents tab.

  2. Hover over the document.

  3. Select Edit.


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