Upload certificates, right-to-work checks and other files for a specific team member, or share a document with everyone.
Steps
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Go to Team, then "Team Management" and select the team member.
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Open the "Documents" tab.
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Tap "Add A Document".
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Tap "Click to upload a file" and choose the file from your device.
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Give it a Document Name and choose a Category, such as Certificate.
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Set Applies To - choose Company-wide to share it with everyone, or select a specific person under Link to User.
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If the document has an expiry date, switch on "Does this document expire?" and enter the date.
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Tap "Save Document".
Tips
Use Company-wide for policies, handbooks or anything every team member should have access to, rather than uploading the same file separately for each person.
Setting an expiry date on things like right-to-work checks or food hygiene certificates makes it easier to spot documents that need renewing.
You can edit or remove a document at any time from the Documents tab using the pencil and bin icons next to it.