The Papervee document folder can be customized with various categories and subcategories of documents, creating an organized and centralized structure suitable for all HR documents in the company. Modifying the folder structure is done from a central location, and all changes are reflected in the individual folders of the users.

Attention! Only the Owner user or HR Manager users with access rights to company settings can modify the structure of the document folder.

Modifying the structure of the document folder

To modify the structure of the document folder, follow these steps:

1. Ensure you have the necessary rights and have accessed the manager mode.
2. Navigate to the Settings page through the left menu.
3. Select the Documents section.
4. In the "Document Folder" section, press the "Manage folder" button.

This is the menu where you can modify the structure of the document folder. The two elements it comprises are: Document Categories and Document Subcategories. All these customized categories and subcategories will be found on the "Other Documents" page of the document folder. Categories represent groups of document subcategories. Each Category must contain at least one document subcategory. Documents can only be uploaded in document subcategories.

Creating a Document Category:

1. In the document folder management menu, press the "Create a new category" button.
2. Suggestively name the new category.
3. To finalize, press the "create category" button.

Creating a document subcategory:

1. In the desired category section, press the addition button (symbol "plus in circle").
2. Suggestively name the new subcategory.
3. If you want employees without additional rights to see the subcategory and its content, check the "visible to employees" option. Otherwise, only managers will be able to access this subcategory and its content.
4. If you want employees without additional rights to be able to upload documents in this subcategory, check the corresponding option. Otherwise, only managers will be able to upload documents in this subcategory.
5. To finalize, press the "create subcategory" button.

Multiple subcategories can be created within a category. Categories and subcategories can be renamed and deleted.

When a category is deleted, you have the option to move all subcategories from this category to another category. Thus, the documents will not be deleted, but moved. Similarly, if you delete a subcategory, the documents from it can be moved to another subcategory. However, if you delete a category or subcategory without specifying a new location for documents, they will be deleted.

Moving Documents from a Subcategory:

Documents can be moved individually using the method described here. If you want to move all documents from a subcategory, follow these steps:

1. In the document folder management menu, next to the desired subcategory, press the move button (folder symbol).
2. Choose the category and subcategory where you want to move the documents.
3. To finalize, press the "Move documents" button.