5.4 Employee: Documents

Documents

1. Files may be uploaded and attached to employee profiles. Any type of file may be added.

2. A ‘Document Type’ may be selected, to categorize the file. Document types can be added or removed by going to ‘Setup’, ‘Document Types’.

3. To add a file click ‘Add Document’ and browse to the file you wish to add. Comments may be added in the Comments field, and a date can be applied. Then click ‘Save’.

4. To remove a file, select it and click ‘Delete Document’, then ‘Save’.

5. An existing file can be replaced by clicking ‘Replace’.

6. ‘Export to Excel’ will send the listing details of uploaded documents into Excel.

7. Clicking ‘View Document’ will attempt to open the file using the application Windows associates with the file type. 

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