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Personal Documents on Camelo

Personal Documents feature on Camelo is where your team can upload and share personal and private documents and files.

Notes

1. There are 2 types of documents on Camelo: Team Document and Personal Document.

  • Team Document: This document will be accessible to the team members you selected. Team Documents are on the Documents page, accessible from the left sidebar menu. It’s perfect for sharing workplace policies, instructions, etc.
  • Personal Document: This document is only accessible from a specific employee’s profile, and is visible to only users with the Owner role and the corresponding employee. It’s perfect for sharing personal certifications, private contracts, etc.

2. Currently, the Camelo mobile app only allows you to view and acknowledge documents. To create, edit, and delete, please use the Camelo web app.

3. Only users with the Owner role can edit, archive, and delete personal documents.

Add a new personal document

  1. Click your avatar in the top-right corner.
  2. Click View my profile to go to your profile.
  3. Click the Documents tab. Here you’ll see all your personal documents and team documents shared with you.
  4. Click the New Document button to upload your personal document.
  5. Add document details, including the file, document name, notes, and tags. Select whether you want the document to be acknowledged by the recipients or not, and whether the document has an expiry date. When you’re done, click Continue.
  6. When you’re done, click Create to upload the document.

Currently, you can only add a new document using the Camelo web app.

Currently, you can only add a new document using the Camelo web app.

Add a personal document for an employee

  1. In the left sidebar menu, click People to go to the People page.
  2. Click the employee you want to add documents.
  3. Click the Documents tab. Here you’ll see all personal documents and team documents shared with that employee.
  4. Click the New Personal Document button to upload a personal document for the employee.
  5. When you’re done, click Create to upload the document.

Currently, you can only add a new document using the Camelo web app.

Currently, you can only add a new document using the Camelo web app.

Download a personal document

  1. Click your avatar in the top-right corner.
  2. Click View my profile to go to your profile.
  3. Click the Documents tab.
  4. Click the document you want to download.
  5. Click the Download button in the top-right corner.

Currently, you can only download a document using the Camelo web app.

Currently, you can only download a document using the Camelo web app.

Archive a personal document

  1. Click your avatar in the top-right corner.
  2. Click View my profile to go to your profile.
  3. Click the Documents tab.
  4. Click the next to the document you want to archive, and click Archive.
  5. Click Archive to confirm.

Currently, you can only archive and delete a document using the Camelo web app.

Currently, you can only archive and delete a document using the Camelo web app.

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