All documents

Find company documents by folder, open account statements, preview or download files, and rename or delete documents you uploaded to Every.

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 [e-mail] to ask about it.

Find a document

Select a folder to open it. The folders you see depend on your role.

Folder	What you’ll find	Who sees it
Offer letters	Offer letters and employees’ Information and Inventions Assignment documents	Company Admins and HR Admins
Banking	Bank Letter, Wire Instructions, Legal Agreements and checking and credit statements	Company Admins and Bookkeepers
Treasury	Account and tax statements	Company Admins and Bookkeepers
HR	Payroll and benefits paperwork, including quarterly tax forms and plan descriptions	Company Admins and HR Admins
Company and Tax Documents	Company Formation, EIN Verification, Cap Table at Incorporation and income tax documents	Company Admins and HR Admins
Incorporation Documents	Your company’s incorporation documents	Company Admins and HR Admins

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.

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.

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.

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.

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 [e-mail].

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.

Troubleshooting

Message	What to do
”Could not load documents”	Refresh the page to try again
”Folder not found”	Check the folder table under Find a document for the roles that can open each folder
”This document has no file attached”	Email [e-mail] to ask about the missing file
”Could not rename document” or “Could not delete document”	Try again from the dialog, which stays open when the action fails