Overview

The Company Files section provides a central location for storing, organising, and sharing company-wide documents.

Accessing Company Files

To access Company Files:

  1. Log in to KarbonPay.

  2. Open the Company app.

  3. Select Files.

Creating Categories

Categories can be created to help organise company files and make documents easier to find.

To create a category:

  1. Open Company > Files.

  2. Click Create Category.

  3. Enter a name for the category.

  4. Click Create.

You can create categories based on your company's needs, such as HR Documents, Payroll, Policies & Procedures, Finance, or Compliance.

Adding Files

To add a file:

  1. Open Company > Files.

  2. Click Add File.

  3. Drag or upload the required document.

  4. Select the category where you want to store the file.

  5. Enter any required file details.

  6. Click Save or Upload.

The file will be stored in the selected category and can be accessed by users with the appropriate permissions.