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Create a document folder

You can create document folders that will then show in the dropdown list when adding a document to an employee.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 4 months ago

To create a new document folder:

  1. Go to Setup and click Content.

  2. Select Documents and then the relevant menu:

    • Self Service: The folder will be available when adding documents to Self Service.

    • Employment: This folder can be selected on a person's employment.

    • Person: This folder can be selected on all employments for each person.

  3. Click Add Folder and enter the name in the Description field.

  4. Click Save.

  5. Click the new folder and then Add Document Group.

  6. Enter the name of the document group in the Description field.

  7. Click the Can View and Can Edit tabs to select the roles that will be able to see and edit this group.

  8. Click Save.

πŸ“Œ Note: Please keep in mind that creating a blank documents folder with no document groups in it will result in the folder not being available in the dropdown when adding a document to an employee. You will need to create at least one group in each folder.

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