'Company documents' is a one-stop place for all essential company policies: security policies, company benefits, employee handbooks, and more - all tailored to your specific role.
As an admin, this means a streamlined process for distributing documents, ensuring that each file reaches its intended user and team securely and efficiently. This goes beyond mere document sharing; it's about equipping everyone with the tools and knowledge they need from day one.
Uploading documents
To upload and organize your company's documents, navigate to 'Settings' > 'Documents' > 'Company documents' > 'Upload document'.
When uploading new documents, you can add details, such as: the name of the document, description, choose a document category and select its visibility (Everyone; Admins only; Specific employees).
Documents can be updated or deleted at any time. As an admin, you can keep the document pool current and applicable by simply clicking on the three vertical dots next to the file and selecting either 'Edit' or 'Delete'.
To quickly find a specific document, use the 'Filter' drop-down. You can filter documents by their category or use a search bar to type their names.
Accessing documents
The 'Company documents' tab in the 'Company' section displays all documents the employee has access to, organized by category and sorted alphabetically.
Your employees can use a search function to filter documents by name or by using the 'Filter' drop-down, making it easier to find specific documents.
How to connect your documents to Leapy?
When you upload public documents to Leapsome (in 'Settings' > 'Documents' > 'Public documents'), you can connect them as company knowledge bases, e.g., internal wikis, handbooks, policies, to Leapsome's AI Copilot - Leapy.
To make the connection for existing documents, in the 'Public documents' page, click on the three vertical dots > 'Edit' and in the modal - toggle the setting 'By enabling this setting, you agree that the document can be accessed via AI Copilot (Leapy), utilizing our subprocessor turbopuffer Inc., as further laid down here'.
Once enabled, Leapy AI can read this document and give employees answers based on the information in the file.
Please note: Leapy will take into consideration the visibility of the document. If the document can only be viewed by, for example, a specific team - Leapy will tailor the answer based on which user is asking a question and will provide information based on a document's visibility.