Folders are a great way to organize all your related documents. You can easily find any folder you create in Documents right from the sidebar, so your important files are always just a click away.
Summary
Documents > Select the location you want to add the folder > Click + Add Folder > Enter the folder name > Click Create folder
How to Create a New Folder in Documents:
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- Choose the location where you'd like to add the folder.
- Click the + Add Folder button.
- In the pop-up, double-check the title to ensure you're creating the folder in the right spot.
- Type in the folder's name and click Create Folder.
The folder has been created, and you'll see it displayed on the sidebar. You can now drag and drop existing documents into it or add new documents by clicking the "+ Add Document" button.
Once you've added folders, you can organize your folders from the sidebar.
Humi's Automatic Folders
Humi provides four types of folders that employee documents are automatically sorted into, which help keep everything effortlessly organized:
- Assigned Documents: Think of this as the go-to spot for important files like offer letters and acknowledgments.
- Employee Uploads: A personal folder for employees to upload and store their own documents.
- Task Files: Got files tied to specific tasks? They’ll land here, so everything is in one place.
- Training Files: This is where employees can find all their training materials and resources.
A Quick Note About Folder Visibility
These folders will only appear if they’re relevant to the employee. For example, the Employee Uploads folder won’t appear unless they’ve uploaded a file to Humi. The folder will automatically be created and added for them as soon as they upload something—no extra steps are required.
Be Mindful About Folder Names
Folder names in your admin template library will be visible to employees when you assign documents. So, take a moment to ensure the names are clear and professional—it’s a small detail that can make a big difference.
With these built-in folders, your employees can keep everything organized without breaking a sweat.
How to Organize Folders
Organize Folders or Documents from the Table View
When you click on a folder or storage drive, all the documents within it are displayed from the table view, as shown in the screenshot below.
From here, you can drag and drop items into folders within the same table or move them into a completely different folder/storage drive on the sidebar.
Move Multiple Documents In One Click
To move multiple documents, check the boxes next to the documents you want to move, then drag and drop them into the required folder.
You can also move items between the Template Library and Company storage drives. If you do this, Humi will display a warning message to let you know about the document's visibility change.
Move Folders From the Sidebar
From the sidebar, you can move existing folders into a different folder or storage drive located on the sidebar.
- Make sure both the folder you're moving and the destination folder are expanded and visible in the sidebar.
- Then, simply click on the folder you want to move and drag it into the desired folder.
Moving Folders vs. Documents
You can move folders right from the sidebar, but to move individual documents into a different folder, you'll need to switch to the table view.