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How to add a new document?

Anna Szatkowska avatar
Written by Anna Szatkowska
Updated over 2 weeks ago

Step 1

From the Personal file menu, go to the Documents section, and then click the Add Document button in the upper right corner.

Step 2

Fill in the necessary information.

Note: if the document is linked to the employee, it means that it in some sense relates to this person - but does not need to be shared with them.

If you want to attach a scan or digital version of the document, press on the Add attachment section.

Then, once you're done, click the Save and next step button.

Step 3

In this section you can add access to the documents - either to specific employees, departments, or the whole company. If you don't want to share it with anyone, leave this section empty.

If you decide to grant permission of viewing this document, press the Send a notification button, to let them know about it.

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