Introduction
The Document Library is the central location for all documents that are uploaded into Empeon Workforce. Document Management derives from the ability to build out the Document Library with appropriate Folders in order to appropriately categorize, upload, and digitize documents relevant to your organization.
To access the Document Library, navigate to the Documents section within the Company tab.
Adding Folders
Before uploading documents into the Document Library, it is necessary to first create the folders to which the documents will be assigned. Folders help maintain a structured and organized Document Library by categorizing documents and making it easier to locate them.
For example, a folder named "Company Policies" can be created to house all documents related to the organization's policies.
To add a folder, select the button that says "+ New Folder" in the top right area of the Document Library. A window will then pop up prompting a Folder Name to be entered.
Once the folder is saved, it will appear in the Document Library, and documents can then be uploaded to it. While an unlimited number of folders can be created to categorize documents as needed, at least one folder must be created in the Document Library before documents can be uploaded.
After a folder has been created, it can be edited using the three-dot menu in the top right of the folder. There is also the ability to "Copy to another company" which offers the ability to copy the folder, and any assigned documents, over to another company within your organization. There may also be the option to "Delete" using the three-dot menu, only if the folder does not have any documents assigned to it.
For more information on how to upload and digitize documents into folders within the Document Library, please refer to Empeon's article Uploading & Digitizing Documents.