This article reviews the 'Documents' page for Workforce. Here, Users can view, add, and delete uploaded documents.
Article Topics:
Documents Page Buttons and Fields
| Field | Description | |
 | Delete | Click to delete the selected file or folder. Note: This button is only enabled after one or more files or folders have been selected (#5). Note: The following folders cannot be deleted:
Important Note: Deleting a folder will delete all files and folders within it. |
 | Move | Click to move the selected file or folder to a different folder. Note: This button is only enabled after one or more files or folders have been selected (#5). Note: The following folders cannot be moved:
|
 | Add Folder | Click to add a new folder. |
 | Add File | Click to upload a file to the current folder. Note: Files can also be added by dragging and dropping onto the page. |
 | Bulk Select | Click to select the file or folder. Selecting one or more files or folders will activate the 'Delete' (#1) and 'Move' (#2) buttons in the header. |
 | Name | Name of the file or folder. Note: The following folders cannot be renamed:
|
 | Created | Date folder or file was created. |
 | Created By | User who created the file or folder. |
 | File/Folder Menu | Contains the following options: Folders Rename - Click to rename the folder. Move - Click to move the folder to a different folder. Delete - Click to delete the folder.
Files Download - Click to download the file. Rename - Click to rename the file. Move - Click to move the file to a different folder. Request Signature - Click to request electronic signatures from employees.
Activity - Click to view upload details. Delete - Click to delete the file. |
Uploaded Documents
Once a document has been uploaded, clicking on the document will display a document preview.
| Field | Description | |
| Close | Click to close the document preview and return to the Documents page. |
| Zoom | Click the - or + icon to decrease or increase the size of the document preview. |
| Page Navigator | Click the arrow icons to navigate through the pages of the uploaded file. |
| Settings | Click to open the 'Onboarding Settings' form. Note: Enabling the 'Onboarding Settings' for the document will require that employees electronically sign the document during onboarding, and the file will be moved to the 'Signed Documents' folder. Learn more about Onboarding Settings and the Signed Documents folder here.
|
| File Menu | Contains the following options: Download - Click to download the file. Rename - Click to rename the file. Move - Click to move the file to a different folder. Request Signature- Click to request electronic signatures from employees.
Activity - Click to view upload details. Delete - Click to delete the file. |
