Company details

The Company Details screen is where you keep your organization's policy documents — things like an employee policy or an advertisement policy — as PDF files attached to a location. Open it from the left menu under Settings → Company Details.

1. Company Details — Open Company Details from the menu.

What you'll see

The page is titled Company Details with the note "Manage company policies and documents." Above the list are filters for Location, Policy Type, and Status, plus a Reset Filters button. The list shows these columns:

• ID
• Location
• Policy Type — either Employee Policy or Advertisement Policy
• Document — a link that opens the attached PDF in a new tab
• Status — Active or Inactive
• Actions — edit and delete

Adding a company document

1. Click Add New.
2. In the Add Company Detail panel, choose one or more entries under Location (you can also pick All Locations).
3. Choose a Policy Type.
4. Under PDF Document, select the file to upload. PDF files only, maximum 10MB.
5. Use the Active switch to set whether the entry is active.
6. Click Create. If you selected several locations, a separate entry is created for each.

Editing or removing a document

• To change an entry, click the pencil icon on its row, update the details in the Edit Company Detail panel — including choosing a new PDF Document or clicking Remove to clear the current file — and click Update.
• To delete an entry, click the delete icon and confirm in the Delete Company Detail dialog. This cannot be undone.

Tips

• Use the filters at the top to narrow a long list down to one location, policy type, or status.
• If a row shows no document link, no PDF has been uploaded for that entry yet — edit it to add one.