Document import

Do you need to upload several documents and assign them to different employees? OrgOS has the perfect solution for you: 'Import' in 'Smart Docs'.

Preparing the files

The easiest way to get all files automatically assigned to the correct employee is to use this format as a file name:

FileName#localPart.extension (e.g. Payslip_Sep_2018#frank.pdf for an employee whose email address is frank@company.com).

So simply add # and the part before the @ of the email address to the file name.

Then go to Smarts Docs > Import > Click, drop or paste the files.

 

import-1

 

Actions

Use the checkboxes to select some or all list items and click on actions. This allows you to rename the selected files, assign to active employees, add tags, change the visibility, or delete them.

Afterward, don't forget to click on Import all.