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Company Document Overview

Summary

The Company Documents section in PlummHR provides a centralised location to view, manage, and access all company-wide documents. This feature allows employees and managers to easily find documents, track updates, and maintain organised folders for efficient document management.

In this article

  • Company Document Table Overview
  • Using the Search Function
  • Viewing Document Details
  • Downloading Documents
  • Filtering and Sorting
  • 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.

Company Document Table Overview

The main Company Document Table displays all uploaded documents along with key information, including:
  • Document Name – The title of the document.
  • Folder – The folder where the document is stored.
  • Uploaded By – The person who uploaded the document.
  • Upload Date – The date when the document was added.
  • File Type – PDF, Word, Excel, or Image.
  • Actions – Options to view, download, or delete (if authorized).
This table allows users to see all documents at a glance, monitor updates, and quickly access files.

Using the Search Function

  1. The Search Bar is located at the top of the Company Documents page.
  2. Enter keywords such as the document name, folder name, or uploaded by to filter and locate specific documents quickly.
  3. The table will dynamically display results matching the search criteria.

Viewing Document Details

  • Click on a document name to view more details, including:
    • Full file name
    • Folder location
    • Uploaded by information
    • Upload date
  • This helps employees understand the context of the document and track its source.

Downloading Documents

  1. Click the Download icon next to the document name to save it to your device.
  2. You can also select multiple documents using checkboxes and download them in bulk.

Filtering and Sorting

  • You can sort the table by Document Name, Folder, Uploaded By, or Upload Date to quickly locate documents.
  • Filtering options may include folders or specific uploaders, allowing users to narrow down the list of documents displayed.

Frequently Asked Questions (FAQ)

1. How do I view company documents?

Navigate to Documents > Company Documents to see all company-wide files in a centralised table.
 

2 .Can I search for specific documents?

Yes, use the Search Bar at the top of the page to search by document name, folder, or uploaded by.

 

3. How do I download a document?

Click the Download icon next to the document to save it to your device. You can also select multiple documents for bulk download.
 
 

4. What information is displayed for each document?

Document Name, Folder, Uploaded By, Upload Date, File Type, and Actions (view/download/delete).
 
 

5. Can I filter or sort the documents?

Yes, you can sort the table by columns or filter documents by folder or uploader.
 
 

6. How do I view the folder a document is stored in?

The Folder column in the table shows the location of the document. Click on the folder name to view all documents in that folder.
 
 

7. Who can delete or edit a document?

Only authorized users (e.g., managers or admins) can delete or edit documents. Regular employees can only view and download.
 
 

8. Can I see who uploaded a document?

Yes, the Uploaded By column shows the name of the employee who uploaded each document.