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How to Add Document Categories and Add an Employee a Document

A step-by-step guideon how an admin can add document categories and add an employee documents

Updated over 2 months ago

How To Add Document Categories

  • Go to Documents

  • Click on Document Settings

  • Click on Add Document Category

  • Enter the category name

  • Click save

How to Edit/Delete a Document Category

  • Go to Documents

  • Click on Document Settings

  • Search category

  • Click Actions

  • Select Edit or Delete

  • If Edit, enter the new name and click save

  • If Delete, click delete

How to Add an Employee a Document

  • Go to Documents

  • Click on Add Document

  • Select Employee, select category, enter document title, enter notes, upload document

  • Click Submit

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