Document Management

Create the folder structure and upload/remove documents and links to the Document Center from Document Management.

To create a new folder or add a document or link to the document center:

1. Select Setup from the navigation pane and then select Employee Care.

   

2. Scroll down to the Document Management card and select Document Management.
   

3. Select the folder on the left that you want to add a subfolder to or upload content to.

   

4. Select the + next to Folders to add a new subfolder and complete the information below or skip to step 5 to add contents.

   

   Description	The name of the folder
   Hidden	Select if the folder should not appear to users
   Folder Access	Select the Document Access filters of the employees who should have access to the contents of the folder. If the folder has subfolder and folder access is not set for it the users will have access to its contents as well.

5. Select the + next to Contents to add a new document or link and complete the information below.

6. Complete the information below and select Save.

   

   Description	The name of the document or link that the user will see
   Content Type	Document or External
   Document	If Content Type is Document, select the + to upload the file or drag it into the dashed box.
   URL	If Content Type is External, enter the web address of the link.

• ZendeskEmployeeCare.5.log-1181344801.zip3 KB