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Add Company Document

Summary

The Add Company Document feature allows managers and administrators to upload, organise, and share important company-wide documents. This ensures that all employees have access to key files in a centralised location, making it easier to manage, track, and retrieve documents when needed.

In this article

  • Step 1: Accessing the Company Documents Section
  • Step 2: Adding a New Company Document
  • Step 3: Selecting Folder and Assigning Access
  • Step 4: Uploading Files
  • Frequently Asked Questions (FAQ)

Open the Nine-Dot Menu

  1. From the PlummHR dashboard, locate the nine-dot menu (also called the "App Switcher") on the left side of the page.
  2. Click on the nine-dot menu to reveal a list of available modules.

Navigate to the Core Tab

  1. In the list of available modules, click on the Core tab.
  2. The Core tab contains essential organizational features such as document management, team settings, and other company resources.

Access the Company Document Module

  1. Inside the Core tab, you will find the Company Document Module.

Step 1: Accessing the Company Documents Section

  1. Navigate to Documents > Company Documents from your dashboard.
  2. Here, you can view all company documents, including folders, uploaded files, and document details such as uploaded by, upload date, and file type.

Step 2: Adding a New Company Document

  1. Click the + Add Document button at the top-right corner of the Company Documents page.
  2. A pop-up or new page will appear for uploading the document.

Step 3: Selecting Folder and Assigning Access

  1. Choose Folder: Select an existing folder to store the document, or create a New Folder to organise files.
  2. Assign Access (if applicable): You can define which teams or departments can access the document.

Step 4: Uploading Files

  1. Select Files: You can either drag and drop files into the upload area or click Browse to select files from your device.
  2. Supported File Types: PDF, Word, Excel, and image files.
  3. File Size Limit: Each file can be up to 5MB, and you can upload up to 10 files at a time.
  4. Click Upload to complete the process. The document will now be available in the selected folder and accessible to authorized employees.

Frequently Asked Questions (FAQ)

1.  How do I upload a company document?

Click the + Add Document button, select the files, choose a folder, and click Upload.
 

2 . What types of files can I upload?

PDF, Word, Excel, and image files are supported.

 

3. Is there a file size limit?

Yes, each file can be up to 5MB, and you can upload up to 10 files at a time.
 
 

4. Can I create folders for company documents?

Yes, you can create new folders while uploading documents to better organise your files.
 
 

5. Can I control who can access the document?

Yes, you can assign access to specific teams or departments when uploading a document.
 
 

6. What happens after I upload a document?

The document will be stored in the selected folder and become accessible to the authorized employees or teams.
 
 

7. How do I delete a company document?

Click the three dots next to the document and select Delete. Deleting a folder will delete all documents inside it.
 
 

8. Can I upload multiple documents at once?

Yes, you can upload up to 10 files simultaneously.