Adding Folders

The first step in organizing documents in Document Management is to add folders where you can save documents. After you have set up the folder, you can save uploaded documents or web links to it and assign the folder to a Web page that employees can access through ExponentHR. See the Related Help Topics below for more information.

To create folders to which you can add documents:

1. On the Management Navigation Menu, click Communication > Document ManagementCommunication > Document Management

The Document ManagementDocument Management page displays.

2. Select Folders in the Type drop-down box.

The list of existing folders displays.

3. Click the Add button.

The Add New FolderAdd New Folder page displays.

4. Type a unique description of the folder in the Folder Identifier text box.

Note: This is necessary in case you have the same folder displaying on more than one Web page. You cannot edit the identifier once you save the folder.

5. Type the title in the Folder Title text box.

Note: The folder title does not need to be unique; folders displayed on more then one Web page can have the same title.

6. Click the Save button.

Result: The Document Management page includes the newly added folder in the list.