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How to Manage Employee Documents

The Documents tab lets you upload and manage files associated with an employee — such as contracts, certifications, ID copies, and more.

How to Upload a Document

  1. Open the Employees page and select an employee.

  2. Click the Documents tab in their profile.Image 15-04-2026 at 1.58 PM

  3. Click the Upload button or drag and drop files into the upload area.

  4. Image 15-04-2026 at 2.01 PM

    The file will appear in the document list once uploaded.
    Image 15-04-2026 at 2.01 PM-1

Image 15-04-2026 at 2.02 PM


How to Manage Documents 

  • Open — Click a document to preview or open it.

  • Download — Download a copy to your device.

  • Rename — Change the file name for better organisation.

  • Delete — Remove a document you no longer need.



Tips

  • Use clear, descriptive file names so documents are easy to find later.

  • For company-wide document management, use the Organisation View > Documents section.