Uploading documents to your personal folder
In this lesson, we will look at how you can upload documents to your personal folder. Your personal folder can only be accessed by you, your manager, and system administrators. In contrast, documents uploaded to the Company folder can be accessed by anyone in the organisation.
Log in to the platform and select the document icon in the side-bar navigation to the left. The documents icon will only display when you are accessing the platform in MYSELF mode which is the default mode when logging in to the platform.
If you are using our new menu feature, hover over the Document section of the side-bar, then navigate to:
Select the ➕ next to Personal and skip to step three of this guide.
Click on the three dots to the left-hand side of the screen, then select ‘Add file’ from the drop-down menu.
Click the ‘SELECT FILES’ button to select the document(s) from your device, this will automatically start uploading the document(s) to your personal folder.
Once complete, the document will then appear in the grid at the bottom of the page. This completes the process.