Add Company Document

Use Add Company Document to add a new company document.

Add a Company Document

1. Click administration | Forms & Documents | Company Documents & Links.

2. Click Add Document. The Add Company Document screen displays.

3. Browse for a file or drag and drop a file.

4. Type the document title in the Title: field.

5. Select Category: or Page:, then select a specific Category or Page from the drop-down menu.

6. Check the View in Employee Tab check box to make the document available to employees in the employee tab.

7. Select the Branches and/or Locations of employees that can view the document.

8. Click Save.

Supported File Formats

• Microsoft Word (.doc, .docx, .dot, .dotx)

• Microsoft PowerPoint (.ppt, .pptx)

• Microsoft Excel (.xls, .xlsx)

• Adobe Acrobat PDF (.pdf)

• Image (.jpg, .jpeg, .gif)

• Plain Text (.txt)

• Rich Text (.rtf)