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Add Team Document

Summary

The Add Document feature in the Team Documents section of PlummHR allows you to upload, organize, and share documents within your team. This feature ensures that important files are stored centrally and can be accessed by all authorized team members.

Open the Nine-Dot Menu

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

Navigate to the Core Tab

  1. In the expanded menu, click on the Core tab.
  2. The Core tab contains essential features such as document management, team settings, and organizational resources.

Access the Team Document Module

  1. Inside the Core tab, locate the Team Document Module.

Steps to Add a Team Document

  1. Navigate to Team Documents:
  2. From the main dashboard, go to Documents > Team Documents.
  3. Click on "Add Document":
  4. At the top-right corner of the page, click on the + Add Document button to open the document upload interface.
  5. Select Files for Upload:
    • You can either drag and drop your files into the designated area or click Browse to select files from your computer.
    • Supported file types include PDF, Word, Excel, and Image files (each file up to 5MB).
    • You can upload a maximum of 10 files at a time.
  6. Choose Folder and Assign (Optional):
    • Select the folder where you want to store the document.
    • If necessary, create a new folder to organize documents further.
  7. Upload Files:
  8. Once you've selected your files and chosen a folder (if needed), click Upload to complete the process. The files will appear in the chosen folder, and other team members can access them.

Frequently Asked Questions (FAQ)

1. How do I upload a document to Team Documents?

To upload a document, click the + Add Document button in the top-right corner, select files from your computer (or drag and drop them), and then click Upload to add them to your chosen folder.
 

2 . What types of documents can I upload?

You can upload PDF, Word, Excel, and Image files (each file up to 5MB).

 

3. Is there a limit on how many documents I can upload at once?

Yes, you can upload up to 10 files at a time.
 
 

4. Can I organize documents into folders?

Yes, you can select existing folders to store your documents in or create new folders for better organization.
 
 

5. What happens after I upload a document?

Once uploaded, the document will be stored in the folder you selected, and your team members can view or download it based on their permissions.
 
 

6. How do I delete a document?

To delete a document, click on the three dots next to the document name and select Delete. Be cautious as this action is irreversible.
 
 

7. Can I upload multiple documents at once?

Yes, you can upload multiple documents by selecting up to 10 files at once for upload.
 
 

8. Can I upload documents to a specific folder?

Yes, you can choose the folder where you want to upload the document or create a new folder while uploading.