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  • Admins can browse and search for documents more easily using quick click filters like Agreement, Tax, and Invoice, while team members get a cleaner interface to view their own documents.
  • Each document offers menu options for admins to rename, stop sharing, delete, or show the original source for the document
  • Preview documents directly from the list in an inline panel, so you can quickly review files without losing your place.
Clean, unified document management This redesign replaces the legacy documents pages previously found under People > Documents and Company > Documents, and is now accessible from a new, top-level Documents menu item. This also lays the foundation for richer document types and more advanced filtering. As part of this change, we’ve retired some existing document categories and replaced them with new labels. Learn more about label changes. Note: This feature will roll out gradually over the next couple of weeks. You’ll see an in-app banner once your company has access. 🎉