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Add new document folders and groups

You can add new document folders and groups, in a few easy steps.

Aurelian Bodea avatar
Written by Aurelian Bodea
Updated over 3 months ago

πŸ“ŒNote: You must create the folder first before the group, otherwise you won't be able to add the group to the folder.

Add a document folder

To create a new document folder, follow the below steps:

  1. Click Content, then click Documents.

  2. Click Add Folder.

  3. From the drop-down, select Self Service, Employment or Person Folder.

  4. Enter a description, then click Save.

Add a document group

You now need to create a document group by following the below steps:

  1. Click Add document group.

  2. Enter a description and version.

  3. If required, select Requires acknowledgement.

  4. On the can edit/can view tabs, select which roles need permission to upload documents.

  5. Click Save.

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