Uploading a document
Go to My area > Documents > Company documents.
Choose a folder from the left-side menu.
Click the Add document button.
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 confirms which folder the document is saved to, which may not be the same folder that you have selected. See the section below on document category sorting.
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 unavailable 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 can exclude certain employees from receiving the document.
Useful information
Document category sorting
Please refer to the below table, which explains which category maps to which folder:
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Supported filetypes and size limit
The maximum file size you can upload is 10 MB (current system configuration) and any of these filetypes:
PDF
DOC and DOCX
PPT and PPTX
XLS and XLSX
JFIF and equivalents, such as JPEG
PNG