In the Documents tab, you will find all your files organized intuitively, and you can send documents directly from the platform, just like you used to with Docubot or the Human Resources Bot.
In this tab, you will find four main folders designed to make your life easier:
- My Documents: In My Documents, there are as many folders with personal files as there are Docubot/Templates submissions in the company. So, if there are “Payslips” and “Withholding Certificates,” for example, the user will see two folders with those names, containing the files you have sent them.
- Shared Documents: Do you need to collaborate on a project and share files with your colleagues? Or do you need a manual to always be available for your team to consult? In this folder, you will find the documents you have shared with any team. You will also be able to see the date they were created and with whom they were shared. In this folder, you can upload folders that won’t get lost and set permissions so that only the teams you choose can view them.
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Chats: Have you ever desperately searched for a file that was sent to you in a chat months ago? Now, all the documents from your chats will be organized into subfolders named after each conversation, making it easier to find and access them quickly.
Trash: It happens to all of us—sometimes we delete a file by mistake. Don’t worry! In this folder, deleted documents will be stored for 30 days, after which they will be automatically removed.
But that’s not all. If you are an administrator, you will also be able to access the Sent folder, where you can create templates for sending documents in bulk, just like you used to with Docubot. This article contains instructions on how to create and send a template in the Sent folder.