How to organize your documents with our Wizard-tool

Read more about how to use the Wizard to organize the clutter in "My documents".

With the new update for documents you will now see new folder structures with their each purpose and access rules.

Each employee now has a folder, "Profile folder", where an Owner, Admin or Manager can upload files, links and folders connected to an Employee without affecting your own "My documents".

Owners, Admins, the Manager and the employee all have access to the content in "Profile folder" per default but these can all be changed manually after an upload. 

Keep in mind: Documents moved with this tool only will keep their original access rights and will not have the default access rights of the Profile folder as described above. 

Declutter "My documents"

You can now declutter the documents in your "My documents" folder with our new built-in tool to speed up the process. You can follow the button via the popup or click here.

Note: This will only work for documents with only one employee attached to it in the access-rule meaning, if a document has been shared with several other employees then this will have to be moved manually.

1. Select the employees and their identified documents you would like to move from "My documents" to their respectively new Profile folder. You can deselect the ones you don't want to move. 

2. Click "Move to Profile folder" to start the process. We will notify you when it's completed.

3. Done!