Uploading and Sharing Documents in Document Library

Last Updated: March 18, 2024

Overview:

Our Document Library allows you to upload documents and customize sharing settings to ensure that only the intended users will see specific documents. We'll learn in this article just you can upload and share documents using the Document Library.

Uploading and Sharing Documents

• To start, go to Documents > Document Library > Upload Document
  
  

• A pop-up will appear, where you can upload the document, and enter the Document name and select the Document type. Click Next: Select Users to Share With.
  • If the Document type is not available, click Add New Document type in the drop-down.
    
    

• Choose if you want to Share with: No one, Everyone or Specific groups/employees
  
  

• No one - No one in the organization can view.
• Everyone - Everyone in the organization can view, including the "not started".
• Specific groups/employees - You can customize the user groups of specific employees you want to notify about the document by Specific groups or Specific employees. You can also create as many user groups as you want in this step.
  
  

• By Specific groups - You can choose the groups of employees by Company, Department, Location, and Position.

• By Specific Employees - You can specify the names of the employees. 

• You can further check 2 additional boxes if you chose Everyone and Specific groups/employees

• Ask the employees to acknowledge this document - All employees in the specified group will receive an email notification, and they have to acknowledge the document. 
• Inform new hires and additions to user groups about this document - All newly added employees to the group will automatically be informed via email 

• Click Upload & Share

Sharing a Document that was previously not shared

• Click the Document you want to share.
• At the top right side of the page, click the Viewing mode dropdown > choose Admin mode > click Share

• Customize the Share settings accordingly (see Uploading and Sharing Documents), then click Update.
  
  

Checking the Acknowledgement Status

• You can also check the number of employees who have already acknowledged your document. To start, click the Document > Viewing mode dropdown > choose Admin mode
• Check the number of employees who have acknowledged via the Acknowledgements Section.
  
  

• You can also click View Report to see who has acknowledged and who are pending.
  
  

Still Need Help?: 

Reach out to our support team should you need further assistance.