Uploading Documents


Uploading Documents

We would like to upload documents for everyone in the account as well as user-specific documents, can this be done?

Both Shared (Account Documents) and Private (User Documents) can easily be uploaded by the Admin within the Staff module.  Managers are able to upload User Documents.

Also, when creating an Account Document you can have different privacy settings, Admins Only, Admins & Managers or Admins, Managers & Employees and you can also add those documents to only specific Departments and/or Offices.

To set those privacies simply select "Create Folder" and then upload the document. 

 

  • Here's how to upload Account Documents:
  1. Here's how to upload User Documents:
  1. Staff Module
  2. Documents on the left navigation pane
  3. Upload Documents
  4. Add Title, Description and decide if the document requires a signature or not.
  5. Upload
  • ​​​​​​Note: Account Documents are viewable by all users

 

  1. Staff Module
  2. Staff Directory 
  3. Select User
  4. Documents tab
  5. User Documents
  6. Upload Document
  7. Select Edit
  8. Add Title and Description
  9. Require Signature (Optional) 
  • Note: User Documents are viewable by the user, their Manager(s), and Admin(s)

 

Hints & Tips 

Uploaded documents must have one of the following extensions: .doc, .txt, .xls, .ppt, .pdf.  All documents can be downloaded as a PDF format afterwards.

Accounts have 100MB of storage space.  Additional storage space can be added to your subscription.

 

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