Manage organization documents

Manage organization documents

Info
Note: Only admins with the appropriate permission can add, edit, and delete organization documents. All employees can view documents shared with them.

Organization documents is where you store company-wide files like policies and handbooks in Rise. Employees can access these from the Organization Profile page.

Find organization documents

Go to People > Organization Profile > Documents.

You'll see a list of folders. Each folder shows how many documents it contains and the date it was last modified. Use the search bar to find a specific document by name.

Add a document

  1. Go to People > Organization Profile > Documents.
  2. Click + Add Documents.
  3. Drag and drop a file into the upload area, or click select file to browse your computer.
  4. Under Select folder for document, choose an existing folder or click + New folder to create one.
  5. Click Save.

The document will appear inside the selected folder.

View documents in a folder

Click any folder name to see the documents inside it. Each document shows its name, file size, type, and the date it was last modified.

Edit a document name

  1. In the folder view, click the three-dot menu (⋯) next to the document you want to rename.
  2. Click Edit.
  3. Update the name in the Rename field.
  4. Click Save.

Delete a document

  1. In the folder view, click the three-dot menu (⋯) next to the document.
  2. Click Delete.
  3. Confirm the deletion.
Warning
Warning: Deleting a document removes it permanently. Make sure you no longer need the file before deleting.

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