Attaching and Sharing Files with Staff
Keep all your staff documents organized by attaching them to their staff records. This is ideal for employment forms, benefits documentation, disclosures and any other appropriate files to keep on record for your team. Your staff can also upload files to their own records to share with you.
1. Getting started
Once you navigate to a staff member's record, click the Attached Documents tab to upload documents to the record.
2. Select documents for upload
Click the Select Files button to browse your computer for the documents you would like to attach and/or share. Click the Upload button to attach the file to your staff member's record.
- Maximum allowed file size is 10 MB (10240 KB)
- Uploading duplicate files will not overwrite existing attachments. To avoid storing duplicates, please review the list of current attachments and delete old files prior to upload