Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- Design folder structure and tag vocabulary before mass upload.
- Agree retention and confidentiality labels with legal or HR.
- Identify documents that must not leave controlled storage.
Setup steps
- Open Documents.
- Create pilot folders and tags.
- Upload sample files and set version metadata fields your administrator enabled.
- Practice search and retrieval with a colleague.
Day-to-day use
- File new documents into the correct folder promptly.
- Apply tags consistently for searchability.
- Use version metadata when replacing files rather than duplicating names.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
