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:
- The folder sidebar: "Private Documents" and "Shared Documents" storage drives
- Folders and subfolders
- Organize documents and folders
- Search bar
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."
The folders sidebar is located on the left and contains two storage drives: "Private Documents" and "Shared Documents."
"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.
If you add documents without a specific folder, Humi will add them to the general storage drive (Private or Shared) by default.
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.
Folders and subfolders are listed alphabetically, and you can't reorder them in the sidebar.
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.
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
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 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.
- Ensure receiving folder and the moving folder are expanded and in view on the sidebar.
- Click on the folder you want to move, then drag and drop it into the desired folder.
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."
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.
Additionally, you can find documents using tags. Learn more about tags here.
To exit the search view, just click on any other folder.