How to Upload a Document
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Open the Employees page and select an employee.
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Click the Documents tab in their profile.
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Click the Upload button or drag and drop files into the upload area.
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The file will appear in the document list once uploaded.
How to Manage Documents
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Open — Click a document to preview or open it.
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Download — Download a copy to your device.
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Rename — Change the file name for better organisation.
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Delete — Remove a document you no longer need.
Forms Folder
A read-only Forms folder also appears in the employee’s Documents tab. It contains completed form submissions relevant to that employee, organised by group, template, and submission date.
- Click into the Forms folder to browse submissions.
- Open or download a PDF export of any submission, or access file attachments uploaded with the form.
- This folder is read-only — you cannot upload, rename, move, or delete items inside it.
Tips
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Use clear, descriptive file names so documents are easy to find later.
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For company-wide document management, use the Organisation View > Documents section.