The documents resources module in Folks allows you to upload documents that need to be accessible to all employees, such as the employee handbook, group insurance documents, company policies, social club events, and more. This guide details the steps to configure and use the module, both for administrators and employees.
Administrator Access
Add a document
- Go to Documents > Documents Resources
- Click on the gear icon at the top right to access configuration mode
- Click on + Add at the top right
- Add a description and a category. The category can be created or selected from the dropdown menu.
- Decide whether this documentation should be visible or not
- Add attachments
- Click save
Manage documents
- Go to Documents > Documents Resources
Click on the gear icon at the top right to access configuration mode
All documents in the module are on this page. You can filter by category from the dropdown menu at the top left. You can also search by document name.
Under the action column, three options are available:
- Hide: allows you to make this document invisible to the entire organization
- Edit: allows you to modify the description, category, add or remove attachments. This also allows you to completely delete the document.
- Download: allows you to download the document in your browser
Employee Access
Documents are accessible to employees by going to Documents > Documents Resources. It is possible to view or download the documents. No edit or deletion actions are available.
⚠️Please note that URLs are not supported through the mobile application Documents section.