Documents Overview

Optserv Documents: team pages and company file storage in one place, with visibility driven by role and department.

Documents is where your company's knowledge and paperwork live together. Teams get their own space for pages, and the same space holds the files that go with them: contracts, offer letters, policies, onboarding guides and internal SOPs. Who can see what is decided by role and department.

What Documents is for

  • Employment contracts and offer letters
  • Company policies and handbooks
  • Onboarding and offboarding checklists
  • Regulatory and compliance documents
  • Internal guides and SOPs

Documents is not a general-purpose cloud drive. It is company-scoped and built on your employee record, designed for the knowledge and files that come with running people operations.

Storage limits by plan

PlanStorage
Community (Free)100 MB
BusinessUnlimited
EnterpriseUnlimited

Storage is shared across all documents in your company. See Storage & Limits for details.

Access model

Documents uses a combination of role-based defaults and per-document visibility settings:

  • Admins and HR can see all documents by default
  • Managers see department-scoped documents and any documents explicitly shared with them
  • Employees see only documents shared with them or set to company-wide visibility

See Permissions & Visibility for the full model.

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