Manage Organization Documents

View Organization Documents

To view the organization documents, follow the below mentioned steps:

• Go to your profile icon -> Click on Organization Documents -> You will be able to see the list of documents you have access to.
• Click on the document you wish to view and you will be able to view the document in your screen itself.

Note: All employees have access to view the documents

Next, in this article on manage organization documents, let us understand how to add documents.

Add Documents

• To add documents in this section, you have to follow the same steps as above to find the organization documents pane.
• Next, you have to click on Add Documents option to upload the documents from your system onto Oorwin’s database.

• Once you click on Add Document, you will get the following screen where you can mention the name and description of the document.  Then, click on Create.

Note: You will find an option to allow the documents to be downloaded, which can be chosen accordingly.

• Once uploaded all the employees will be able to see the newly added documents.

Moving forward in this article on manage organization documents, let us understand how to edit, delete & download documents.

Edit, Delete & Download Documents

• To edit, delete and download documents, you have to click on the 3 dots beside each document as below:

• Also, to view the document history and understand which employee has viewed the document when, you can click on Document Views.

Note: Only the super admins have the access to add, edit, delete documents and view the document history.

Add Document Folders

• To add document folders in this section, you have to follow the same steps as above to find the organization documents pane.
• Next, you have to click on Add Documents Folder option to add a new folder

• Enter the required details such as name of the document, choose which department, employment type and roles can access the document. Then, click on Create.

Note: You will find a radio button to share the document folder with entire organization as shown in the above screen . Also, to add the documents in a folder, select the folder and follow the above mentioned steps to add a document.

With this, we come to an end to this article on manage organization documents. If you are interested to know more about Oorwin’s products, take a product tour today or contact us on +91-8977801805 / USA: +1877-766-7946 to talk to our product advisors.