The folder view in All documents may not be available for your company yet.
Folders
Documents are sorted into folders. The folders you see depend on your role.
Select a folder to open it. Each item shows its Name, Type, Access (who can open it), Size and when it was Modified.
Work with documents
Open a document’s menu, or right-click it, to:
- Open it and preview the file in Every.
- Download a copy.
- Rename or Delete it, if an admin uploaded it.
Documents that Every creates, such as offer letters, can’t be renamed or deleted. Banking and Treasury documents come straight from your accounts, so you can open and download them but not change them.
Older layout
Until your company has the folder view, All documents shows the same documents in sections instead: Banking, Treasury, HR, Company and Tax Documents and Incorporation Documents. Select Download next to any document to save a copy. In this layout, Bookkeepers also see Company and Tax Documents and Incorporation Documents.
People’s own documents
To see a person’s documents, open them in People and go to their Docs tab. Employees and contractors can find their own documents on the Docs tab of My profile.
