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How to add documents and folders
How to add documents and folders

Guide on how to add folders and documents to the document centre

Reetta Pellikka avatar
Written by Reetta Pellikka
Updated over a week ago

Documents in CrowdWorks is an additional feature you need to enable from settings.

How to activate Documents:

  1. Navigate to settings

  2. Click the Tools tab to open

  3. Open the Documents box

  4. Click "Activate Documents"

The document centre will appear on your profile after a refresh.

How to upload documents

First, you'll need to create a folder to upload documents to the document centre. The document centre in CrowdWorks supports a folder structure, which enables you to organise your documents based on access rights and topics. To upload documents, you need to create at least 1 folder first.

In this article:

Quick facts:

  • Add as many folders as you need

  • Create folders inside folders

  • Choose access rights for each folder

  • Share links to the documents in CrowdWorks

  • Upload files that are: pdf, png, jpeg, jpg, xls, xlsx, xlsm, ppt, pptx, doc, docx

How to create a folder:

Each folder has its own audience, and the documents and folders inside that folder will follow that rule.

Tip: You can also add folders inside folders.

  1. Navigate to Documents-tab

  2. Click the Create a New Folder icon

  3. Give the folder name

  4. Choose who can see the folder and its documents.

  5. Click "Create folder"

After creating your first folder, you can upload documents to it.

How to add documents to folders:

Documents in a folder will follow the audience rule of the mother folder.

  1. Navigate to the folder you want to upload the document

  2. Click the cloud icon to choose the document

  3. Browse or drag-drop the document to the pop-up

  4. Click close and see your document available

  • You can see the number of users who have downloaded the document, and by clicking on the icon, you will see the user account details.

  • You can also copy the link to the document to your clipboard and post it in your company update

  • You can delete the document by clicking the trash can.


​How to change the audience of a folder

You can edit the audience of your folder by either making it visible to also followers or removing followers from the audience.

  1. Click the pen icon next to the folder you wish to edit the audience of

  2. Choose the audience(s) you want

  3. Click save

Note: you can also change the name of the folder.

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