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.
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.