How do I add documents to Company documents in Simployer One?

Who can add documents to Company documents in Simployer One?

Only the Owner and Admin can upload files, create folders and add links in Company documents in Simployer One. By default, Write access shows as Owners & admins.

Every employee in the company has Read access to Company documents. Read access shows as Everyone and can’t be removed or limited.

Important

Use Company documents only for content every employee should be able to read. For more information, see: Which document space should I use in Simployer One?

How do I upload a file to Company documents in Simployer One?

1. Select Documents in the main menu, then Company documents.
2. Open the folder where you want to store the file.
3. Select + Add new file.
4. Choose the file from your device and complete the upload.
5. Confirm that the file appears in the selected folder.

Every employee in the company can read the uploaded file. Write access stays with Owners & admins unless you change it.

How do I create a folder in Company documents in Simployer One?

1. Select Documents in the main menu, then Company documents.
2. Open the action menu, shown as three vertical dots at the top right of the page, between My documents and + Add new file.
3. Select New folder and create the folder.

How do I add a link to Company documents in Simployer One?

Company documents can contain links to external resources, such as SharePoint, Google Drive or Notion.

1. Select Documents in the main menu, then Company documents.
2. Open the folder where you want to store the link.
3. Open the action menu (three vertical dots at the top right) and select Upload external link.
4. Add a Title and Link URL.
5. Select Save.

Every employee can see the link in Company documents and in Shared documents.

How do I give more people Write access to a Company documents folder in Simployer One?

You can let more people manage a Company documents folder in Simployer One. Read access always stays company-wide.

1. Select Documents in the main menu, then Company documents.
2. Find the folder and click its Write access value (Owners & admins).
3. Add the offices, departments, individual employees or employment types that should be able to manage the folder. You can also select Give access to all Employees, or leave people out with Exclude from scope.
4. Select Save.