How do I upload and share documents on departments?

Upload a document once and share it with employees and managers in one or more departments.

You can upload documents to departments in the organization structure. This allows you to share documents with employees and managers in one or more departments without uploading the document multiple times.

Upload documents to a department

1. Go to My Company → Organization
2. Select the department where you want to upload the document, then open the Documents tab
3. Click + at the top of the page to upload a new document
4. Select the document category, upload the document, and save

The document is available to users who have access to the relevant department and document category.

Share department documents with other departments

After uploading a document, you can share it with one or more departments. Open the three-dot menu next to the document and select Share.

• Share document with sub-departments: The document becomes available to all departments below the selected department. For example, upload the document to the top department in the organization structure and share it with the sub-departments to make it available to all departments below it
• Share with: Search for specific departments in the Share with field. The document is shared only with the departments you select

Tip

Documents uploaded to departments may not always be easy for employees to find. If you use this feature to publish important information, tell employees where to find the documents and when new documents are published.