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Employee — Documents guide

Your documents, and the ones people meant to give you.

Your own documents, and the ones shared with you — nothing else.

What you will be able to do

  • See your own files in one place
  • Open what a colleague shared with you
  • Know that nothing else is visible to you — or you to anyone else

What this role can and cannot do

CanCannot
  • documents:doc:read_own
  • Nothing in this list is closed to this role.

2 steps, each one carried out in the product on .

Open your documents #

Where Documents » Home

  1. Open Documents from the launcher.
Screenshot: Open your documents, Employee view
Your own workspace, and anything you were added to.

You should see Nothing you should not have is listed — the vault decides that, not a folder name.

See what somebody shared with you #

Where Documents » Shared with me

  1. Open Shared with me.
Screenshot: See what somebody shared with you, Employee view
Who shared each file, and when.

You should see A share is a deliberate act with a record, not a link somebody forwarded.

Watch out If you cannot open something a colleague says they shared, they shared the workspace rather than the file, or the other way round.

Use cases — the work, step by step

Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.

dailyFind the document a colleague sent you #

A share is a deliberate act with a record — not a link in an e-mail you have to keep.

  1. Open Documents; you see your own workspace and anything you were added to.

    Employee doing "Find the document a colleague sent you" in Tarleaks ERP — Open Documents; you see your own workspace and anything you
    Documents » Home — verified: the page says “Document”
  2. Open Shared with me for files somebody gave you specifically, with who shared them and when.

    Employee doing "Find the document a colleague sent you" in Tarleaks ERP — Open Shared with me for files somebody gave you specifically
    Documents » Shared with me — verified: the page says “Shared”

You see your own workspace and what was deliberately shared. The same rule keeps your documents out of everybody else's search.

All documents role guides

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