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Documents table with folders for your company's records. Documents table with folders for your company's records. Documents → All documents holds your company’s documents. Company Admins, Bookkeepers and HR Admins can use it. Employees and contractors find their own documents on My profile → Docs after your company finishes onboarding (see Paystubs and tax forms). Company Admins and HR Admins manage each person’s documents on the person’s Docs tab under People (see All People).
Every turns on the folder view in All documents company by company. If you don’t see it, email support@every.io to ask about it.

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Find a document

Select a folder to open it. The folders you see depend on your role. All documents with company records grouped into folders and the Documents sidebar visible. All documents with company records grouped into folders and the Documents sidebar visible.

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Find account statements

Select Banking → Checking statements or Credit statements, then select a year. For Treasury, select Treasury, then a year, to find account and tax statements. Checking and credit statement folders appear when statements are available. Checking statements inside a year folder, with the path through Banking shown above the statement list. Checking statements inside a year folder, with the path through Banking shown above the statement list.

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Open or download a document

Open a document’s menu, or right-click its row, and select Open or Download. PDF, JPEG and PNG files preview in Every. Other file types show “Preview not available”; use Download to save the file. In Banking, three documents work differently:
  • Bank Letter and Wire Instructions download when you open them.
  • Legal Agreements opens a website in a separate tab. Its download action is unavailable.
Bank Letter appears when your company has a checking account. Wire Instructions appears when the account’s instructions are available.

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Rename or delete an uploaded document

Company Admins and HR Admins can rename or delete uploaded documents in folders they can open. Documents generated by Every, such as offer letters, can’t be renamed or deleted. Banking and Treasury documents are read-only.

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Rename a document

1

Open the rename dialog

In the document’s menu, select Rename.
2

Enter the name

In Name, enter the document’s new name.
3

Save the name

Select Save. Every shows “Document renamed” when the change succeeds.

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Delete a document

  1. In the document’s menu, select Delete.
  2. In the confirmation, select Delete.
The confirmation says, “This can be recovered for 30 days.” To ask about recovering a company document, email support@every.io.

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If All documents shows sections

The sections are Banking, Treasury, HR, Company and Tax Documents and Incorporation Documents. The sections shown depend on your role and available documents. Select Download beside a document. In the HR and Company and Tax Documents sections, the document opens in a browser tab. For a group of documents or a statement year, open the group first, then select Download beside the file. In the Treasury statements dialog, select the Account or Tax statements tab to find the statement you need.

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Troubleshooting

Refresh the page to try again. Every shows “Could not load documents”.
Check the folder table under Find a document for the roles that can open each folder. Every shows “Folder not found”.
Email support@every.io to ask about the missing file. Every shows “This document has no file attached”.
Try again from the dialog, which stays open when the action fails. Every shows “Could not rename document” or “Could not delete document”.

Related topics

Custom templatesAll PeoplePaystubs and tax forms