Each user in PerformYard has access to a set of company resources available by clicking the Resources section of Company Info. Resources has two parts - Documents and Links.

 

Your organization's ten most frequently viewed documents and clicked links will appear on the Resources page, but then all available documents and links are accessed via the appropriate "View All" link that appears below each list. You can click on any document name to be able to download or any link title to open that link in a new window.


Resources.png

To add manage and new documents, first click the View All Documents link beneath the list of company files. You will then be taken to the Documents page that shows all Company Documents, filterable by using the Tags in the upper right. Further, we provide a shortcut for any user to access their own documents by clicking My Documents.



To add a document, click the Upload button.  On the left-hand side, you may enter any descriptive tags and select the view permissions for the file(s) you are going to upload. Selecting Everyone allows all employees to view the file; if you unselect Everyone, then only other administrators can access the file.

Next, you can:

  • Click Choose Files and use the file picker to select one or more documents to upload
  • Drag and drop one or more documents onto the page



To update a documents' attributes, click the pencil icon to the right of the document name. To delete a document, click the trash can icon to the right of the document name.


Note: Multiple file selection and drag & drop functionality may not be available on all browsers.


To add manage and new links, first click the View All Links link beneath the list of company links on the Resources page. You will then be taken to the Links page.



To add a new link, click Add Link. Enter in the appropriate information, including the URL of the link, the title you want to appear and any description of the link that you would like to provide. Click Add Link to completed.


add.png


To update a link's attributes, click the pencil icon to the left of the link name. To delete a link, click the trash can icon to the left of the link name.