Documents Tab

Overview

Updated 07/14/2021

Do you know about the Avionté Documents Tab?  It’s a great way to keep all your documents in one place. You can store job descriptions, onboarding documents, marketing materials, and more!
  
It’s easy to stay organized; you’ll just create different folders for different types of documents. You also have complete control over who has access to each document.  It can be public (shared with everyone) or private (only visible to you) or private but shared with specific members of the team. 

However, it’s not just about storing the documents – it’s about having them there when you need them!

Create a Folder
Add files to a Folder
Document Live View / Preview
2 ways the Documents Tab can make your life easier
        Pull in job descriptions during the job creation process
        Pull contracts in when using Adobe Sign

Create a Folder

1. On the Documents Tab
   
   
   
   
2. Enter a name for the Folder
   
   
   
   
3. Click the Check button
   
   
   
   
4. Find the Folder you just created
   1. The new Folder might not be at the top of the list
      
      

Add files to a Folder

1. On the Documents Tab, find the Folder you want to add files to
   
   
2. Click the Add Files + button
   
   
   
   
3. Locate the file(s) you want to include (docx, jpg, m4a, m3u,  mp4, pdf, png, pptx, txt, xlsx) 
   1. You are able to select multiple files at once
4. Click Open
   1. It may take a few seconds to load
      
      
      
      
      
      
5. Notice the files that are now listed
   
   

Document Live View / Preview

Some of the files you upload can be displayed in a pop up window.

• Currently this will only display for pdf and txt files

If you see the eye icon, it will display the file:

2 ways the Documents Tab can make your life easier

Pull in job descriptions during the job creation process

If you hire for similar jobs over and over, you can upload the job descriptions into the Documents Tab and save yourself rifling through files on your computer.

Pull contracts in when using Adobe Sign

You may use similar contracts for clients, contractors, and permanent placements. Upload them to the Documents Tab and quickly find them when it’s time to send off an agreement!

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