Document Manager is a feature that allows users to store and manage files in folders on Indigo. It is split into 3 sections: My Team, All Employees, and Personal.
Show terminated employees: toggle on or off to show or hide terminated employees. (This is not available in the Personal section.)
Add Folder: (This is shown when accessing an employee's Personal section through My Team and All Employees.)
Search: allows the user to search by typing into the search bar.
Upload: this allows the user to upload files to Document Manager. Although this is available in all 3 sections, the screens may differ from one to another.
Download: this allows you to download any selected files. When a file is selected, the icon appears black, otherwise it remains grey.
Delete: only available in My Team and All Employees, this allows you to delete selected files.
My Team gives access to the documents of all employees within a team. This means that My Team is not essential for all users, but only those that need access to their team's documents. These could be directors, managers, department heads, team leaders, etc.
Permission: HR_DM_Myteam - View action (to be granted to users as per explanation above)
All Employees gives Payroll users access to all employees' folders and files, as well as allowing the Payroll user to upload, download, or delete any files and create or delete folders as needed.
Permission: HR_DM_Allemployees: all actions (required only by Payroll users)
Note: admins must double-click on an employee or click the arrow to see their personal folders, as shown in the below GIF. They can then manage that specific employee's files, by uploading new ones and downloading or deleting existing ones.
This section is available for all employees, regardless of their role. This is the home for personal documents that are normally shown in the My Attachments widget. Each user only has access to their own documents here and cannot access anyone else's files or folders from this section.
Permission: HR_DM_Personal - View action (this should be activated for all employees)
After clicking the Upload button, the 'Upload document(s)' modal opens on the right of the page while the rest of the page is greyed out.
Step 1: Click on the box and choose the document(s) to be uploaded from the resulting File Browser popup.
Step 2: select the Category.
Step 3: After clicking 'Continue', the modal changes and will automatically close after 5 seconds, with the number counting down until the modal closes. You can then see the newly added document in the list.
How to create a new folder
The button 'Add Folder' creates a new folder for all employees, and is available in My Team and All Employees.
Access any employee's list of personal folders.
Click on the 'Add Folder' button.
A modal will open on the right of the page. Enter a name in the 'Folder name' field and select from the 'Folder category' dropdown, then click 'Continue'.
The modal will close, and a message will pop up on the bottom left of the screen informing you that a new folder has been created for all employees.
Note: 'Corporate Folder' will be available at a later date.
Which file types are supported by Document Manager?
You can upload any of the following documents or files: