We've designed our Documents module to be intuitive and user-friendly. If you're familiar with Google Drive, you'll feel right at home!
In Documents, you can do a lot, such as add View-Only documents, assign signing documents, track the completion of assigned documents, and send reminders.
In this article, we’ll walk you through navigating the Documents module.
While admins have access to many features, if you're curious about what employees see and can do in the Documents module, click here.
For a step-by-step guide on adding documents immediately, skip to Adding Documents Overview.
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, just click on 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.
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.
Comments
0 commentsPlease sign in to leave a comment.