Document Management

The Documents section provides a file management system for organizing and sharing company files.

Folder browser

Click Documents in the main menu to see the top-level folder structure. The view shows:

• A breadcrumb trail so you always know where you are in the hierarchy
• Add folder and Upload Local File buttons for creating new content
• A search bar to quickly find documents by name
• List/grid toggle buttons to switch between view modes
• A table of folders showing Name, Contents count, Updated date, and Actions

Working with documents

Action	How
Open a folder	Click the folder name to browse its contents.
Upload a file	Click Upload Local File, select a file from your computer, and choose the target folder.
Create a folder	Click Add folder, provide a name, and save.
Search	Type in the search bar and click the search icon. Results filter across all folders.
Switch view	Use the list (☰) or grid (▦) toggle buttons in the top right.
Edit a folder	Click the pencil icon (✏️) in the Actions column to rename or move a folder.

Folder structure

Documents are typically organized by department:

• Finance — Budgets, invoices, financial reports
• Human Resources — Policies, onboarding guides, forms
• IT — Technical documentation, setup guides
• Legal — Contracts, compliance documents
• Marketing — Brand assets, campaign materials
• Projects — Project-specific documents and deliverables

Your administrator may have set up additional folders specific to your organization.