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Documents Page

Published on Jun 7, 2024

2 minute(s) read

This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete uploaded documents.

Documents Page Buttons and Fields

	Field	Description
	Delete	Click to delete the selected file or folder. This button is only enabled after one or more files or folders have been selected (#5). The following folders cannot be deleted: Signed Documents Tax Documents Garnishment Orders Deleting a folder will delete all files and folders within it.
	Move	Click to move the selected file or folder to a different folder. This button is only enabled after one or more files or folders have been selected (#5). The following folders cannot be moved: Signed Documents Tax Documents Garnishment Orders
	Add Folder	Click to add a new folder.
	Add File	Click to upload a file to the current folder. Files can also be added by dragging and dropping onto the page.
	Bulk Select	Click to select the file or folder. Selecting one or more files or folders will activate the 'Delete' (#1) and 'Move' (#2) buttons in the header.
	Name	Name of the file or folder. The following folders cannot be renamed: Signed Documents Tax Documents Garnishment Orders
	Created	Date folder or file was created.
	Created By	User who created the file or folder.
	File/Folder Menu	Contains the following options: Folders Rename - Click to rename the folder. Move - Click to move the folder to a different folder. Delete - Click to delete the folder. Deleting a folder will delete all files and folders within it. Files Download - Click to download the file. Rename - Click to rename the file. Move - Click to move the file to a different folder. Request Signature - Click to request electronic signatures from employees. Requesting signatures will move the file to the 'Signed Documents' folder. Activity - Click to view upload details. Delete - Click to delete the file.

Uploaded Documents

Once a document has been uploaded, clicking on the document will display a document preview.

	Field	Description
	Close	Click to close the document preview and return to the Documents page.
	Zoom	Click the - or + icon to decrease or increase the size of the document preview.
	Page Navigator	Click the arrow icons to navigate through the pages of the uploaded file.
	Settings	Click to open the 'Onboarding Settings' form. Enabling the 'Onboarding Settings' for the document will require that employees electronically sign the document during onboarding, and the file will be moved to the 'Signed Documents' folder. Learn more about Onboarding Settings and the Signed Documents folder here.
	File Menu	Contains the following options: Download - Click to download the file. Rename - Click to rename the file. Move - Click to move the file to a different folder. Request Signature- Click to request electronic signatures from employees. Requesting signatures will move the file to the 'Signed Documents' folder. Activity - Click to view upload details. Delete - Click to delete the file.

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