Note: Only Super Admins/Admins can do this.

A document folder allows you record the same document on every Team Member profile, like an employment contract or new starter report.

You can also create document folders from your Company or Office profiles such as your company handbook or fire safety rules.

To do this:

  1. Expand the 'Company' section in the side navigation

  2. Select the 'Settings' tab

  3. Select 'Information' tab on the Settings page

  4. Select whether you want to create a Company, Office or Team Member Document Folder.

  5. Click on the 'New' icon, enter a name and select who can see your new Document Folder.

  6. Finally confirm by clicking 'Create Folder'.

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