Uploading a Document
Go to My Area > Documents > Company Documents.
Choose the folder where you want to upload your document.
Click Add Document.
A slide-out panel will open for you to add details about the document including:
The title of your document.
The category of document. IMPORTANT: This determines which folder the document will be saved in, which helps you distribute it to the right employees.
If applicable, a version number
Whether the document can be distributed to employees
Whether the document is available to employees
Select the file to upload.
Click Add.
Distributing a Document
After uploading, click Actions (...) > Distribute.
Select what actions are required by the employees receiving the document:
No action required
Acknowledgement
Signature
Choose who should receive the document, such as employees, departments or a distribution group.
You can set an expiry date for the document. If setting a date, decide what should happen:
The document is not available to new users, but is still available to people who have access already
The document should be removed from all users (Recalled)
IMPORTANT: If selecting any option other than Employees, you will have the option to exclude certain employees from receiving the document.
Supported File Types and Size Limit
You can upload these file types. The maximum file size you can upload is 156MB (current system configuration):
.pdf
.doc
.ppt
.xlsx
.webp
.jfif
.png
.mp4