Docs

My Documents

Personal files you own before sharing into the company library.

Flowchart

flowchart TD
  A[Open My Documents] --> B[Upload or create]
  B --> C[Organise / tag]
  C --> D{Share?}
  D -->|Yes| E[Share or move to company]
  D -->|No| F[Keep in personal library]

Flowchart: My Documents workflow flowchart for Docs. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open My Documents from the sidebar.
Upload a file or create a new document in your personal scope.
Add tags or folders so you can find it later.
Share with teammates or promote to Company Documents when the firm should own it.
Keep drafts personal until they are ready for company retention.