Viewing and working with documents shared with you

In the Shared with Me tab in Documents, you can view the folders and files that other employees have saved with you. To view documents shared with you, do the following:

  1. In the sidebar, in the My HR section, click Documents.

    Your Home folder (in the My Folders tab) is displayed.

  2. Go to the Shared With Me tab.

    document-management-7.png

    All folders and documents shared with you by other users are available in this folder.

  3. Do one of the following:

    • To view documents shared globally with all employees, go to the Shared documents folder.

    • To view documents shared with a specific group of employees that you are a part of, open any other shared folder in this tab.

  4. To preview any shared document, click it.

    The document is displayed in the built-in document viewer.

  5. To view the list of actions you can perform on the document, in the Actions column, click  .

    The list is displayed in a drop-down menu.

    viewing-and-working-with-documents-1.png

    For example, you might be able to edit and/or delete the document based on the permissions configured for the folder by the folder creator.

    If the + Add button is available in the upper-right corner, you can even upload files to the shared folder.

    viewing-and-working-with-documents-2.png

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