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Documents is where your organization’s written material lives: the handbook, policies, training references, anything a leader needs to find rather than remember. A document is shared with roles you choose, and Levi, the assistant built into Levelset, answers questions from the documents a person is allowed to open. Open Playbook > Documents.

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Find and open a document

The page lists the documents shared with your role, in folders. Open a folder to see what is inside, filter by category with the chips at the top, or type in the search box. Click a document to open its details, read what it is about, and click Download to save the file.
Documents: search, category filters, folders, and the list with each document category, type, size and date

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Add a document

  1. On Playbook > Documents, open the folder it belongs in, or stay at the top, and click Upload.
  2. Choose Upload File and drop in a PDF, DOCX, TXT, MD, PNG, JPEG or WebP file, or Link URL for a page on the web, or Paste Text for text you have.
  3. Give it a Document Name, an optional description and a Category, such as Employee Handbook or Benefits, which is how the list filters.
  4. Click the upload button. Levelset then extracts the document’s content so Levi can read it; the document’s details show how far that has got.
Click New Folder to make a folder; a document uploaded while a folder is open goes into it. Inside a document’s details you can replace it with a new version or click Delete Document to remove it for good.

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Choose who can open a document

Open the document and look at Sharing: one pill per role in your organization. A highlighted role can open the document, and Levi answers from it for people in that role. Your organization’s top role is always on and cannot be turned off. Click a role to add or remove it; the change saves at once, and if it cannot be saved the roles are put back. A document shared with every role reads as accessible to everyone in your organization, on this page and in Levi. A document with no roles on it is private to the top role.
A document opened: Download, Replace and Delete, its description and category, and Sharing with one pill per role, every role highlighted
Someone who has a login but no role on the roster, for example office staff, sees every document if their permission level lets them edit documents.

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Who can do what

These decide what you can do on the page; Sharing on each document decides who can open it at all. If you’re missing something here, ask whoever manages roles in your organization.

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Common questions

Their role is not on under Sharing for that document. Open it and click their role.
Levi follows Sharing. A document shared only with one role is never quoted to another. To keep it from everyone but the top role, turn every other role off.
A folder that still holds documents or subfolders cannot be deleted. Move them out first.