Documents on Units

Documents can be uploaded to units in the organizational structure. This allows you to share documents with employees and managers across one or more departments without uploading the same document multiple times.

Upload documents to a unit

Navigate to:

My Company → Organization

Select the department where you want to upload the document and open the Documents tab.

Click the + button at the top of the page to upload a new document.

Select the appropriate document category, upload the document, and save your changes.

The document will then be available to users who have access to both the selected department and the document category.

Share documents with other departments

After a document has been uploaded, it can be shared with one or more departments.

Click the three-dot menu next to the document and select Share.

You have two options:

Share with sub-departments

Select Share document with sub-departments if the document should be available to all underlying departments.

This is useful when the same document should be available throughout the entire organization or within a larger part of it.

Example:

Upload the document to the top-level department in the organizational structure and share it with all sub-departments. The document will then be available in every underlying department.

Share with selected departments

If the document should only be available to specific departments, search for the departments in the Share with field.

The document will only be shared with the departments you select.

Tip

Documents uploaded to units are not always highly visible to employees.

If you use this feature to publish important information, we recommend informing employees where these documents can be found and when new documents have been published.

Related articles

• Documents – Overview
• Document Categories
• Documents on Employee Profiles