In addition to creating individual folders in each employee profile, it is possible to create folders common to all employees.
Creating generic folders
Go to Employees > Employee list and click on the gear icon to access the configuration mode. Under the second tab (folder management), you can create a new folder, as well as rename or delete existing generic folders. The folder creation will apply to all employees. This folder will also be present by default in the profiles of new hires.
This allows you to avoid repetitive manual configuration for each employee and to standardize document management for all employees.
Deleting generic folders
To delete a folder, go to Employees > Employee list and click on the gear icon. Under the folder management tab, you will see all existing generic folders. To the right of the folder to be deleted, click on the three vertical dots ⋮ and select delete. The folder will be deleted for all employees. The documents it contains will automatically be moved to each employee's permanent folder.
⚠️Warning: this action is irreversible.
To manage folders individually (employee profile) go to Document management in employee profiles.
Who has access to managing generic folders?
Every user with the permission to access profile customization.