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    Documents Page
    • 07 Jun 2024
    • 2 Minutes to read
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    Documents Page

    • Dark
    • PDF

    Article summary

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


    Documents Page Buttons and Fields

    Field

    Description

    Delete

    Click to delete the selected file or folder. 

    This button is only enabled after one or more files or folders have been selected (#5).

    The following folders cannot be deleted:

    Deleting a folder will delete all files and folders within it.

    Move

    Click to move the selected file or folder to a different folder.

    This button is only enabled after one or more files or folders have been selected (#5).

    The following folders cannot be moved:

    Add Folder

    Click to add a new folder. 

    Add File

    Click to upload a file to the current folder.

    Files can also be added by dragging and dropping onto the page.

    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. 

    Name

    Name of the file or folder.

    The following folders cannot be renamed:

    Created

    Date folder or file was created.

    Created By

    User who created the file or folder.

    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.

    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.

    Requesting signatures will move the file to the 'Signed Documents' folder.

    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. 

    Field

    Description

    Close

    Click to close the document preview and return to the Documents page.

    Zoom

    Click the - or + icon to decrease or increase the size of the document preview.

    Page Navigator

    Click the arrow icons to navigate through the pages of the uploaded file.

    Settings

    Click to open the 'Onboarding Settings' form.

    Enabling the 'Onboarding Settings' for the document will require that employees electronically sign the document during onboarding, and the file will be moved to the 'Signed Documents' folder. Learn more about Onboarding Settings and the Signed Documents folder here

    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.

    Requesting signatures will move the file to the 'Signed Documents' folder.

    Activity - Click to view upload details.

    Delete - Click to delete the file.


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