Upload documents

You can customize the Digital Personnel File and define fields for uploading documents.

Upload Documents for an Employee

1. Open the Detail view of the desired employee.
2. Open the Personnel file tab.
3. Click Edit.

For fields of type Document:

1. Click Edit next to the document field.
2. Click Select file (or a similar button) to choose the file you want to upload.
   Alternatively, drag and drop the file into the marked upload area.
3. Confirm the upload.

Permissions

The Edit buttons are only visible if your user account has permission to edit the Digital Personnel File.

Screenshots

Edit button for uploading documents

Select file