Documents

Company and personal documents.

Who can use this page

Everyone who is signed in can open Documents and see their own files and the company documents.

Uploading company documents, and seeing everyone’s files: needs the Document Administrator role (the add_document and view_document permissions). Superusers can too.

Deleting a document: the person it belongs to, whoever uploaded it, or a Document Administrator.

Documents is the library for files that belong to you and files the company shares with everyone. It has two tabs.

My documents and Company documents

• My documents holds files that belong to you, such as payslips, experience letters, increment or promotion letters and reference letters.
• Company documents holds files shared with everyone, such as policies and templates. Everyone can read them. Only Document Administrators can add or remove them.

Each row shows the title, the category, and the date it was added. If you can see other people’s files, you also see who the document belongs to and who uploaded it.

Find a document

Use the search box above the table. It looks at the title and the category. If you can see other people’s files it searches the owner’s name too.

Open or download a file

• Preview (eye icon) opens a PDF or image in a new browser tab. Word files can’t be shown in the browser, so for them Preview downloads the file instead.
• Download (arrow icon) saves the file to your computer.

If a file can’t be loaded you’ll see a short message, and you can try again.

Upload a document

1. Select Upload document.
2. Enter a Title. The placeholder suggests the style, for example “Payslip — Jan to Mar 2025”.
3. Choose a Category. The list depends on the tab:
   • My documents: Experience letter, Increment/Promotion letter, Payslip, Reference letter or Other.
   • Company documents: Policy, Template or Other.
4. If you manage other people’s documents, choose the Person the document belongs to. Everyone else uploads to their own profile.
5. Add an optional Description.
6. Choose the File. Supported formats are PDF, JPEG, PNG, DOC and DOCX, up to 10 MB.
7. Select Upload.

The form tells you what is missing: a title, a file, and, for people uploading on someone’s behalf, the person.

On the Company documents tab the Upload document button only appears for Document Administrators.

Delete a document

Select the bin icon, then confirm in Delete document?. Deleting is permanent and can’t be undone.

You see the bin icon only on documents you’re allowed to delete: your own, ones you uploaded, or any document if you’re a Document Administrator.

Who can see what

• You always see your own personal documents and every company document.
• Document Administrators see every document in the organization.
• Someone with a narrower grant, such as a manager with permission over their team, can also see the documents of the people in that scope.

Opening a file follows the same rule as seeing it in the list, so a link to someone else’s file won’t work for you.

Related

• Documents that need your signature are under eSign requests.

File uploads

The file upload area shows the selected filename and size inside the same container. Use its download icon to inspect the selection, its cross to clear it, or choose files again to replace it. The file uploads when you submit the form, and file controls are disabled during submission.

Upload previews

Supported images under 2 MB preview inside the upload area. PDFs and larger files show an icon, filename, size and an eye button. Select the eye to load the file in a preview panel; close it with the cross or Escape. Saved files with an unknown size also wait until you open the preview. If a format cannot be previewed, download the file to view it. Upload limits and save timing remain as described above.

List and table controls

Search is kept in the page URL and updates the result count immediately. Owner and uploader details appear under the document title when your role can see them. Long lists are paged. Use the existing preview, download and permitted removal controls for each document.