Our Documents module is super intuitive and easy to use—if you’ve used Google Drive before, you’ll feel right at home!
With Documents, you can do a lot: upload view-only documents, assign documents for signing, track progress, and send reminders to keep things moving.
In this article, we’ll walk you through how to navigate the Documents module.
Admins have access to many features, but if you're wondering what employees see and can do, click here.
Ready to jump right in? Skip ahead to Adding Documents Overview for a step-by-step guide.
Documents Sidebar
In the sidebar, you can easily jump back to where you left off by clicking on Recent Documents to view the documents you were viewing most recently.
You’ll also find the two main storage areas here: the Template Library and Company Documents. To expand the drive and see the folders within, click the arrow next to the name.
Template Library
Any documents stored in this storage drive are private and can only be viewed by admins and the employees assigned to the specific document template.
Company Documents
This storage drive only contains view-only documents that all employees can see. These typically include company-wide policies, health and safety guidelines, employee benefits information, etc.
Folders and Subfolders
You can see all folders in the sidebar, but the documents inside them (or their subfolders) will only appear when you click on a folder. To check out nested subfolders, click the arrow next to the folder to expand it.
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.
Documents Not Saved In A Folder
If you add documents without putting them in a specific folder, Humi will automatically save them in whichever storage drive you were in when you created it.
Folders and subfolders are listed alphabetically; there’s no way to reorder them in the sidebar.
Curious about managing folders? Click here to learn how to add folder and organize them.
Using the Search Bar
Use the search bar at the top to quickly find a specific document. Just type in the document's name or a related keyword, and you'll see a list of matching results.
To exit the search view, click on any other folder.
Now that you know how to navigate in Documents, you can add folders to organize your existing documents or review the Adding Documents Overview.