Getting started with Company docs

The Docs module is your center for managing all company documents you have floating around your computer. You can store and share anything from policy information to employee handbooks.

Get the most out of Bob

With Company docs, you can create, rename, and delete folders, then arrange documents within folders with custom tags to keep documents organized. You can see who uploaded which document, preview a document, and download one or multiple documents. Share folder with specific sites or departments to target specific people. You can also request read approval for one or multiple docs and see the documents read approval status.

How to create a document folder in Company docs

All documents must be uploaded into a folder. Create folders that meet the needs of your growing company.

  1. From the left menu, select Docs > Company docs.
  2. Above the Folders menu to the left of the page, click the folder icon to create a folder.
  3. Write a folder name.
  4. Click Create.
    After creating the folder, use the sharing settings to manage who can view or edit its content.

Note: You can select the three-dot menu to the right of the folder name in the Folders menu to copy link for sharing, rename the folder, access the sharing settings, or delete the folder.

How to share a folder

You can share each of your folders with any site and/or department, and define whether they can view or contribute content to the folder. When sharing a document to a site and/or department, new employees associated with that site/department will automatically have access to the documents relevant to them.

  1. From the left menu, select Docs > Company docs.
  2. In the Folders menu to the left of the page, hover over the folder you want to share.
  3. Click the three-dot menu to the right of the folder, then select Sharing settings.

    Note: Employees with permission to manage company docs folders can access this folder.

  4. Select who can view the folder. Select Not shared to make it private, select Employees, then click Select to choose specific employees, or select All company.
  5. Select who can edit the folder. Select Not shared to make it private, select Employees, then click Select to choose specific employees, or select All company.
  6. Click Save.

How to manage documents in a folder

  1. From the left menu, select Docs > Company docs.
  2. Mark the checkbox to the left of the document(s) you want to manage.

    Note: Only some actions can be performed when selecting multiple documents.

  3. From the Actions dropdown menu, select:
    • Download
    • Read approval
    • Move to a different folder
    • Edit tags for filtering
    • Status to view the doc's read approval status(es)
    • Download docs status read approval
    • Delete

To learn more about requesting docs, see Trigger an eSign request and Getting started with document Requests.

How to add a tag to a document

Assign custom tags to your docs and then filter using your own criteria.

  1. From the left menu, select Docs > Company docs.
  2. Select the folder you want to organize.
  3. Mark the checkbox to the left of the document you want to add a custom tag.

    Note: You can add tags to a document one at a time to make the most customized tags.

  4. From the Actions dropdown menu, select Edit Tags.
  5. Enter tags that describe the document and press Enter after each entry.

    Note: You can also delete tags by clicking the x on each tag.

  6. Click Save when you’re done adding tags to the document.
    The tag(s) will appear above the list of documents in the selected folder and will be available for selection. Click the tag(s) to filter the documents by the custom tags.

How to set up permissions for people using docs

The Company docs permissions you set as an Admin will define which options will be available to each user type in the Company docs.

  1. From the left menu, select Settings > Roles & Permissions.
  2. Click Manage Group for the group you would like to manage Company docs permissions.
  3. From the Manage Permissions section, select the Company tab.
  4. Select Docs, then select the folder(s) you want to change the permissions for.
  5. Enable or disable Manage company folders: create, edit, share or delete company folders.