This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete HR Documents. 


The 'Signed Documents' folder is also accessed on this page. The 'Signed Documents' folder allows Users to request electronic signatures from Employees for any Documents uploaded to the folder. Learn more about the 'Signed Documents' folder here. 


Documents 


1) Delete - Click to delete the selected file or folder. 

  • Note: This button is only enabled after one or more files or folders have been selected (#5)
  • Note: The 'Signed Documents' folder cannot be deleted

  • Important Note: Deleting a folder will delete all files and folders with in it.


2) Move - Click to move the selected file or folder to a different folder.

  • Note: This button is only enabled after one or more files or folders have been selected (#5)
  • Note: The 'Signed Documents' folder cannot be moved


3) Add Folder - Click to add a new folder 


4) Add File - Click to upload a file to the currently-viewed folder

  • Note: Files can also be added by dragging and dropping onto the page


5) Bulk Select - Click to select the file or folder. Selecting one or more files or folders will activate the 'Delete' (#1) and 'Move' (#2) buttons in the header. 


6) Name - Name of the file or folder

  • Note: The 'Signed Documents' folder cannot be renamed


7) Created - Date folder or file was created


8) Created By - User who created the file or folder


9) File/Folder Menu - Contains the following options:


Folders

  • Rename - Click to rename the folder
  • Move - Click to move the folder to a different folder
  • Delete - Click to delete the folder
    • Important Note: Deleting a folder will delete all files and folders within it.


Files

  • Download - Click to download the file
  • Rename - Click to rename the file
  • Move - Click to move the file to a different folder
  • Request Signature - Click to request electronic signatures from Employees
  • Activity - Click to view upload details
  • Delete - Click to delete the file


Uploaded Documents


Once a Document has been uploaded, clicking on the Document will display a Document Preview. 





1) Close - Click to close the Document Preview and return to the Documents page


2) Zoom - Click the - or + icon to decrease or increase the size of the Document Preview


3) Page Navigator - Click the arrow icons to navigate through the pages of the uploaded file


4) Settings - Click to open the 'Onboarding Settings' form



5) File Menu - Contains the following options:

  • Download - Click to download the file
  • Rename - Click to rename the file
  • Move - Click to move the file to a different folder
  • Request Signature - Click to request electronic signatures from Employees
  • Activity - Click to view upload details
  • Delete - Click to delete the file