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Doc Manager

Say hello to a single, centralized space for all your important docs! In this tutorial, we’ll show you how to upload, manage and share all your important HR materials.

Pro Tip: Think of Docs like your contract, policies and waivers. For your training resources, follow this article.

Upload Document

  1. From your dashboard, click Team in the sidebar menu.
  2. Next, click Docs in the Team menu.
  3. In the top right corner, click + New Doc.
  4. Enter the Doc Name in this first field, such as Dress Code Policy.
  5. Optional: Add a Description in the open text field.
  6. Now Upload your doc by dragging and dropping the file from your computer.
  7. Click Save Doc.

Share Document

After uploading your doc(s), you can easily share them with staff members via Salon Symphony's Chat Messenger.  

  1. From the Documents find the doc you wish to share.
  2. In the far right of each arrow, click the ellipses ...
  3. Click Share. 
  4. Click the Copy Link button. 
    • A deep link to this doc will be copied to your clipboard.
  5. At the top of popup, click Open Chat.
  6. From the Chat page, choose the recipient to share this doc with.
  7. Paste the link into the input field.
    • On a Mac, use the Command-V keyboard shortcut.
    • On a Windows, use the Ctrl-V keyboard shortcut.
  8. Tap Enter on your keyboard. 
Pro Tip: Only people with an active Salon Symphony account are able to open and view links to content in your workspace.

Link to Document

In this example, let’s assume we just uploaded our COVID-19 Policy to our Docs. We’ll send an immediate Push Alert announcing changes to our company’s health and safety measures. 

  1. Navigate to Push Alerts.
  2. Click Create Alert.
  3. Click Immediate.
  4. Add your Alert Title, such as New Dress Code Policy.
  5. From the Recipients dropdown, choose Everyone.
  6. Enter your Alert Message, something like Please review our salon's updated dress code policy. 
  7. Enable the Notification Link by clicking the toggle.
  8. In the first dropdown, choose Internal Link.
  9. In the Category dropdown, choose Documents.
  10. In the Content dropdown, find your document: Dress Code Policy.
  11. Click Send Alert.

Your entire team will receive a push notification with a link to this doc within Salon Symphony…keeping everyone confident, and compliant!





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