In this article, you will learn:

  • How the Documents Feature works

  • How to create a new folder in the Documents feature

  • How to upload a file into a folder within Documents

  • Employee Document Access

Please note: Document Management is part of the Operations Management Suite on Bizimply.

Here is quick video walkthrough:

How the Documents Feature works

Please note: You will need to turn on the 'Documents Management' feature within the Bizimply app centre to use this feature.

Depending on the level of access that you have to the 'Documents' feature within Bizimply, you will have the ability to view, add or edit files within the Company Documents tab or the Location Documents tab. Additionally you will have the ability to give all employees access to these documents. Your account administrator can amend your access levels

When your view is 'All Locations' and you click onto the 'Documents' icon then you will only see 'Company Documents' as seen in the image below:

When you click into a location, then you will see both 'Company Documents' and 'Location Documents' as seen in the image below:

How to create a new folder in the Documents feature

  1. Sign into bizimply.com

  2. Click into the Documents tab

  3. Click on the blue button 'Add Folder' to create a folder

  4. Enter in the name of the folder and click save

  5. You can then create folders within folders, if needed, and upload a file to them

  6. In order to rename the folder or the file, click on the orange pencil icon, make the edit and press 'Save'

  7. To delete a file or a folder press the 'X' button. You will not be able to delete a full folder until it is empty of files.

Note: You will be able to see through the text at the top of the screen which folder you are currently working in. You can also see which user added the file as well as the date and time.

How to upload a file into a folder within Documents

  1. Sign into bizimply.com

  2. Click into the Documents tab

  3. Click into the relevant folder

  4. Click the blue 'Attach File' button

Employee Document Access

Admins and users with the correct permissions can give all employees access to certain documents stored within the Company & Location documents section. Once this access is given, the document will be become available to view when the employees sign into their employee portal.

For information on which permissions control this and how employees access these documents, please click here.

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