Uploading documents

Last Updated On October 13, 2018
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Uploading documents


There are 2 kinds of documents in the app:   Personal documents and Shared documents                                                                                                                                                                                                  Personal documents:
Documents that will be shared only with an individual employee, such as Contract,
Passport or ID , P45…
On the navigation bar on the left hand-side,  select “employees”
Select the “employees” tab
Select an employee from the list, click on “view”
(note that until an employee accept their invitation, they will not show on the list)
Scroll down to the bottom to the “other information”section
Click “ADD”next to “Documents”
This brings the document uploader screen
Name your document (e.g Contract)
Select the file, then upload.
 

 

 

Add documents to an employee's fileupload personal documents


Shared documents:
Documents that can be shared with everyone, such as Handbook, Health & Safety
policy or per department (e.g the “Sales handbook” could be shared only with the Sales        department
On the navigation bar on the left hand-side, select “Documents”
Click on the green button “upload documents”
This brings the document uploader screen
Name your document (e.g Contract)
Select the file
Pick who the document will be “visible to”
Then click upload.