Before you start
Check who should own the document and who needs to view it. Being able to view a shared document does not grant permission to edit or delete it.
Upload one or more documents
- Select Add documents.
- Choose the document owner when the form allows it.
- Enter a shared name, or leave the field empty to retain each filename.
- Choose the visibility.
- Add the necessary categories.
- Drag files into the upload area or select them from your device.
- Enable Notify people with access if those who can view the documents should receive an email.
- Save the form.
Talento creates a separate document for each file and applies the same visibility and categories to all of them.
Warning
If you enter a custom name when uploading several files, they all receive that name. Leave it empty to retain the original filenames.
Choose who can see a document
Someone without management access can share with scopes such as only themselves, their manager, their team, their office, or the whole company. Management profiles may have more precise choices by company, office, team, employee, or role.
- Choose the smallest scope that includes everyone who needs access.
- Review recipients and exclusions before saving.
- Check that private information is not exposed to a broader group.
The category classifies the file; visibility controls access.
Outcome
Each file will appear as an individual document to people included in its visibility. If you enabled notifications, Talento sends the configured message.
Common issues
- The Add documents option does not appear: ask an administrator to review your edit permission.
- A recipient cannot find the file: check visibility, the document owner, and their list filters.
- You need to distribute payslips in bulk: see Payroll instead of uploading each file separately.
- You shared with the wrong scope: correct the visibility immediately if permitted, or notify an administrator.