> ## Documentation Index
> Fetch the complete documentation index at: https://every-a2724ddc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> These docs describe Every as customers have it today. Answer from them, and say so when they don't cover a question.
> Pages under /admins/ are for the people who run Every for the company, and pages under /employees/ are for employees. Answer from the pages that match the person asking.
> Each page's Agent reference section lists its exact roles, conditions and limits. Prefer it for those details.
> When a page says a feature is in closed beta, or that Every turns it on company by company, don't promise that the person's company has it.
> Use roles and on-screen labels exactly as the pages write them.
> When someone asks what a term means, answer with the Glossary page's definition (/glossary), which other pages show in parentheses after the term.
> When the docs don't answer a question, tell the person to email [support@every.io](mailto:support@every.io).

# All documents

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

![Documents table with folders for your company's records.](https://mintcdn.com/every-a2724ddc/g8_ybXDCv7w2E-LO/images/illustrations/admins-documents-overview-light.png?fit=max\&auto=format\&n=g8_ybXDCv7w2E-LO\&q=85\&s=e2bc322d5a60721f2fba9bc424fec91e)

**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](https://every-a2724ddc.mintlify.site/employees/paystubs-and-tax-forms.md)).

Company Admins and HR Admins manage each person's documents on the person's **Docs** tab under **People** (see [All People](https://every-a2724ddc.mintlify.site/admins/hr/overview.md)).

> [!NOTE]
>
> Every turns on the folder view in **All documents** company by company. If you don't see it, email [support@every.io](mailto:support@every.io) 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 |

![All documents with company records grouped into folders and the Documents sidebar visible.](https://mintcdn.com/every-a2724ddc/g8_ybXDCv7w2E-LO/images/screens/admins-documents-overview-light.png?fit=max\&auto=format\&n=g8_ybXDCv7w2E-LO\&q=85\&s=4dea407209cb8b4bb84d83455eb4207d)

### 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.](https://mintcdn.com/every-a2724ddc/g8_ybXDCv7w2E-LO/images/screens/admins-documents-overview-statements-light.png?fit=max\&auto=format\&n=g8_ybXDCv7w2E-LO\&q=85\&s=7bbaa52333cb30179fb5f81f5b9f2d27)

## 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 [support@every.io](mailto:support@every.io).

## 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 [support@every.io](mailto:support@every.io) 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 |

## Agent reference

**Where:** **Documents** → **All documents** holds company documents. Company Admins and HR Admins manage a person's documents on the person's **Docs** tab under **People**; see [All People](https://every-a2724ddc.mintlify.site/admins/hr/overview.md). Employees and contractors find their own documents on **My profile** → **Docs** after the company finishes onboarding; see [Paystubs and tax forms](https://every-a2724ddc.mintlify.site/employees/paystubs-and-tax-forms.md).

**Who:** Company Admins, Bookkeepers and HR Admins can open **Documents** → **All documents**. Employee, Contractor, Accounts Payable and HR Admin (No Comp) alone do not grant access to **All documents**. Company Admins and HR Admins can rename and delete editable uploaded documents in folders those roles can open.

### Facts

#### Folders and access

* Every turns on the folder view in **Documents** → **All documents** company by company. Companies without the folder view see document sections. To ask about the folder view, email [support@every.io](mailto:support@every.io).
* The **Offer letters** folder on **Documents** → **All documents** is available to Company Admins and HR Admins. **Offer letters** contains offer letters and employees' Information and Inventions Assignment documents.
* The **Banking** folder on **Documents** → **All documents** is available to Company Admins and Bookkeepers. **Banking** contains account documents and the available **Checking statements** and **Credit statements** folders.
* The **Treasury** folder on **Documents** → **All documents** is available to Company Admins and Bookkeepers. **Treasury** contains year folders for available account and tax statements; the statement rows have **Account** or **Tax** in **Type**.
* The **HR** folder on **Documents** → **All documents** is available to Company Admins and HR Admins. **HR** contains company payroll and benefits paperwork, including direct-deposit authorization, plan descriptions and quarterly tax forms.
* The **Company and Tax Documents** folder on **Documents** → **All documents** is available to Company Admins and HR Admins. **Company and Tax Documents** contains **EIN Verification**, **Company Formation**, **Cap Table at Incorporation** and company income tax documents.
* The **Incorporation Documents** folder on **Documents** → **All documents** is available to Company Admins and HR Admins. **Incorporation Documents** contains the company's incorporation documents.
* Selecting a folder row on **Documents** → **All documents** opens that folder. Banking statements are under **Banking** → **Checking statements** or **Credit statements**, then a year. Treasury statements are under **Treasury**, then a year.
* The folder-view table on **Documents** → **All documents** has **Name**, **Type**, **Access**, **Size** and **Modified** columns. **Access** is inherited from the folder. **Type** shows **System folder** for a system folder, a file extension when known or **Document** otherwise.
* A dash in **Size** or **Modified** on **Documents** → **All documents** means the value is unavailable. The folder-view table searches names and displays 20 items per page, with pagination when more than 20 items are present.

#### Opening and downloading

* A document row on **Documents** → **All documents** has **Open**, **Rename**, **Download** and **Delete** in its menu. Right-clicking the document row opens the same actions. Unavailable actions are disabled and show a reason.
* **Open** on a stored document under **Documents** → **All documents** opens the document viewer. PDF, JPEG and PNG files preview in Every. An unsupported file type shows "Preview not available" and "This file type is not supported for preview".
* **Download** on **Documents** → **All documents** saves an attached document or runs the selected account document's download action. **Download** requires an attached file or a download action.
* **Bank Letter** on **Documents** → **All documents** → **Banking** appears when the company has a checking account. **Wire Instructions** appears when the account's wire instructions are available. Both **Open** and **Download** download **Bank Letter** and **Wire Instructions**.
* **Legal Agreements** on **Documents** → **All documents** → **Banking** has **Link** in **Type**. **Open** opens a website in a separate browser tab. **Legal Agreements** has no download action.
* **Checking statements** and **Credit statements** on **Documents** → **All documents** → **Banking** appear when statements are available. Each statement folder contains year folders, then individual statements.

#### Renaming and deleting

* Company Admins and HR Admins can rename and delete editable uploaded documents on **Documents** → **All documents**. Documents generated by Every, including generated offer letters and employees' generated Information and Inventions Assignment documents, can't be renamed or deleted from **All documents**.
* Documents in **Banking** and **Treasury** on **Documents** → **All documents** are read-only. **Rename** and **Delete** are unavailable for those account documents.
* To rename an uploaded document on **Documents** → **All documents**, select **Rename** in the document's menu, enter a nonempty **Name** and select **Save**. **Cancel** closes the rename dialog without saving. A blank name shows "Name is required".
* A successful rename on **Documents** → **All documents** shows "Document renamed". A failed rename shows "Could not rename document" and keeps the rename dialog open.
* To delete an uploaded document on **Documents** → **All documents**, select **Delete** in the document's menu, then **Delete** in the confirmation naming the document. **Cancel** closes the confirmation without deleting.
* The **Delete** confirmation on **Documents** → **All documents** states "This can be recovered for 30 days." Recovery requires the document's 30-day window to remain open. To ask about recovering a company document, email [support@every.io](mailto:support@every.io).
* A failed delete on **Documents** → **All documents** shows "Could not delete document" and keeps the confirmation open.

#### Section layout

* The section layout on **Documents** → **All documents** includes **Banking**, **Treasury**, **HR**, **Company and Tax Documents** and **Incorporation Documents**, according to role and available documents. Company Admins and Bookkeepers can use the Banking and Treasury sections. Company Admins and HR Admins can use the HR section.
* In the Banking section on **Documents** → **All documents**, **Checking Account Statements** and **Credit Account Statements** are grouped by year. Selecting the group opens its statement dialog; select **Download** beside a statement. **Legal Agreements** has **Open** instead of **Download**.
* In the Treasury section on **Documents** → **All documents**, selecting a statement year opens **Treasury statements**. The dialog has **Account** and **Tax statements** tabs, with **Download** beside each statement. An empty statement list shows "No statements".
* In the HR section on **Documents** → **All documents**, several documents of the same type open as a group. Open the group, then select **Download** beside the document.
* **Download** in the Company and Tax Documents and HR sections on **Documents** → **All documents** opens documents in a browser tab. Section document groups use a chevron to open the list of files.

#### Empty states and errors

* A missing or inaccessible folder on **Documents** → **All documents** shows "Folder not found" and "It may have been removed, or you may not have access to it."
* A failed folder-document load on **Documents** → **All documents** shows "Could not load documents" and "Refresh the page to try again."
* An empty stored-document folder on **Documents** → **All documents** shows "No documents yet" and "This folder is empty". An empty Banking or Treasury folder shows "Nothing here yet" and "Statements appear here once your bank has issued them."
* A document without an attached file on **Documents** → **All documents** shows "This document has no file attached" in the viewer. A failed attached-document download shows "Could not download document".
* A document that can't be found on **Documents** → **All documents** shows "Document not found". A statement that can't be found shows "Statement not found".

### Questions people ask

* **Why does All documents show sections instead of folders?** Every turns on the folder view in **Documents** → **All documents** company by company. To ask about the folder view, email [support@every.io](mailto:support@every.io).
* **Does Bookkeeper access let me open the HR folder?** No. The **HR** folder on **Documents** → **All documents** requires Company Admin or HR Admin access. Bookkeeper access alone shows the **Banking** and **Treasury** folders.
* **Why does Open download the bank letter?** **Bank Letter** and **Wire Instructions** on **Documents** → **All documents** → **Banking** download from both **Open** and **Download**.
* **Why can't I rename or delete an offer letter?** Documents generated by Every, including generated offer letters, can't be renamed or deleted on **Documents** → **All documents**. Editable uploaded documents can be changed by Company Admins and HR Admins.
* **Why can't I download Legal Agreements?** **Legal Agreements** on **Documents** → **All documents** → **Banking** is a website link. Select **Open** to open the website in a separate tab.
* **Can I preview a Word document?** No. **Documents** → **All documents** previews PDF, JPEG and PNG files. Other file types show "Preview not available"; select **Download** to save an attached file.
* **Where do I manage a person's documents?** Use the person's **Docs** tab under **People**. See [All People](https://every-a2724ddc.mintlify.site/admins/hr/overview.md) for per-person document management.

### Not covered here

* How do I recover a deleted company document? To ask, email [support@every.io](mailto:support@every.io).
* When will a missing company, payroll, tax or account document appear, and how far back are documents available? To ask, email [support@every.io](mailto:support@every.io).
* Why are rename and delete unavailable for an uploaded document I expected to edit? To ask, email [support@every.io](mailto:support@every.io).


## Related topics

- [Custom templates](https://every-a2724ddc.mintlify.site/admins/documents/templates.md)
- [All People](https://every-a2724ddc.mintlify.site/admins/hr/overview.md)
- [Paystubs and tax forms](https://every-a2724ddc.mintlify.site/employees/paystubs-and-tax-forms.md)


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