Start here - Documents Module Overview

We've made our "Documents" module intuitive and easy to use. If you've ever used Google Drive, you'll recognize how this works. 

There's a lot you can do in "Documents," like adding "view-only" documents, assigning "signing" documents, tracking the completion of assigned documents and sending reminders, to name a few. Learn how to add documents here. 

This article will explain how to navigate the module explaining the following: 

Admins have a lot of controls, but if you're curious about the employee view and functions in "Documents," click here.

If you want to dive right in and learn how to start adding documents in Humi, we recommend starting with this article, "Adding Documents Overview."

Folder Sidebar

The folders sidebar is located on the left and contains two storage drives: "Private Documents" and "Shared Documents."

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"Private Documents" storage drive

All documents in this storage drive are private documents and can only be viewed by admins and employees who've been "assigned" the document. 

"Shared Documents" storage drive

All documents stored here can be viewed by all employees. Typically, the types of documents stored here include company policies, health and safety policies, employee benefits documents, etc.

Folders and Subfolders

From the sidebar, you can see all folders but won't be able to see any documents within the folders or subfolders unless you click onto the folder.

To see nested sub-folders, click on the arrow next to the folder to expand it. 

Important note

If you add documents without a specific folder, Humi will add them to the general storage drive (Private or Shared) by default. 

Example

We're in the "Private Documents" storage drive, and the documents in it are visible on the table. On the sidebar, all nested folders within this storage drive are visible.nest-folder.gif

When you expand the "Offer Letters" folder, you'll see Internal Folders 1, 2, and 3. However, you won't see any documents in the "Offer Letters" folder until you click on it to open the table view.

Folders and subfolders are listed alphabetically, and you can't reorder them in the sidebar.

Learn more about managing folders in these articles: "how to add a folder" or "how to delete/rename a folder."

Organize documents and folders

You can organize your documents by adding folders and dragging and dropping them into the appropriate ones.

Once you've added folders, you can organize your folders from the sidebar. 

Organize folders or documents from the "table view"

When you click on a folder or storage drive, all of the documents within it are displayed on the "table view," as shown in the screenshot below.

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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.  

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Move multiple documents 

To move multiple documents, check the boxes next to the documents you want to move, then drag and drop them into the required folder. Move-multiple-docs-into-a-folder.gifYou can also move items between private and shared 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.

  1. Ensure receiving folder and the moving folder are expanded and in view on the sidebar. 
  2. Click on the folder you want to move, then drag and drop it into the desired folder. 

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Important reminder

You can only move folders from the sidebar, not individual documents. To move individual documents, keep reading to see how to organize folders or documents from the "table view." 

Search bar

If you need to find a specific document quickly, use the search bar at the top. Enter the document's name or a related keyword, and you'll get a list of results containing the keywords you entered. 

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Additionally, you can find documents using tags. Learn more about tags here. 

To exit the search view, just click on any other folder.

Now that you know how to use the key functions in "Documents," you can start adding folders to organize your existing documents or review the "Adding documents overview.

  Discover more about Documents 

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