Centralize and easily organize your files with the Evolia Document Library. Designed to save you time, here is a quick guide to set up and master your workspace in just a few clicks!
1. Go to the Evolia dashboard.
2. Click on the Documents section.
3. Click on New folder to add a folder for storing your documents.
4. Choose a name for your folder, then click Save.
5. To add a document to this folder, drag and drop it directly, or click on the three dots.
6. Then select Add a document.
7. Drop your document into the top section, add a note if necessary, then click Confirm.
8. To find this document in its folder, double-click on the folder.
9. You can open the file by double-clicking on it.
10. Other options are available by clicking on the three dots.
11. You can Download the document.
12. You can also Share (manage access); this option exists for both folders and documents.
13. Click in the Search window.
14. You will be able to select the people who have access to this document.
15. You can quickly filter by Employees, Teams, Positions, Locations, and Roles.
16. In Roles, you can, for example, choose to select only Administrators.
17. Once the people are selected, click Share.
18. By default, the document will be made available as Read-only.
19. Click on Read-only to select another option, such as Collaborator or Owner.
Read-only: View the document.
Collaborator: Add a document, annotate, and share.
Owner: Add a document, edit, annotate, share, and delete.
Note: In this section of the shared documents module, employees can only view documents in read-only mode. To have documents filled out or request signatures, use Document Requests.
20. You can edit the note linked to the document by clicking here.
21. Edit the note, then click Save changes.