Before you start
You need access to Documents and must be included in the file's visibility. The list shows only documents associated with you or shared with a scope you belong to.
Find a document
- Open Documents.
- Browse the cards or select Show filters.
- Search using part of the name.
- Combine office, team, category, or date-period filters when available.
- Select a person's name to view visible documents associated with them.
Open and download a document
- Select the document card.
- Review its name, last update, file size, and categories.
- Use the preview when the format supports it.
- Select Download to save the original file.
Opening the detail records a view in Talento. People with document-management permission can see that activity.
Outcome
The document will open in Talento and, when you select Download, your browser will save or display the original according to its settings.
Common issues
- The search returns no results: remove filters and try a shorter part of the name.
- An expected file is missing: ask the owner to review its visibility and associated employee.
- There is no preview: use Download; the file may still be available when the browser cannot display it.
- The Documents option does not appear: ask an administrator to review the module and your read permission.