What is the Document Library?
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 a folder is saved, it will appear in the Document Library and documents can be uploaded to it.
Folders can also contain subfolders. Within any created folder, the "+ New Folder" button remains available to add a subfolder. Subfolders provide an additional layer of organization to help categorize documents within the main folder. For example, under a Company Policies folder, subfolders could be used for Safety Procedures, Remote Work, or Code of Conduct.
For folders that have subfolders, the view can be adjusted between tile view and list view based on preference.
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. The menu also includes a "Move" option, which allows the folder to be relocated into another folder, effectively making it a subfolder of that category. There is also the option to "Copy" which offers the ability to copy the folder, and all assigned documents within it, over to another company within the organization. There may also be the option to "Delete" using the three-dot menu, but 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.