The Uploaded Documents Section

Overview

You can use the Uploaded Documents section to upload and store documents such as PDFs, Word Files and Meeting Notes. You can also delete any uploaded documents from this section.

Availability

Available On:

✓ Free

✓ Standard

✓ Premium

Requires:

HeroPay

Uploading a Document

  1. Click on the Personnel menu.
  2. Click on the Employees submenu.
  3. Click on the Employee's Name, whose details need updating.
  4. Click on the Upload Documents button.
  5. Click on the Upload button.
    Upload_1.jpg

  6. Upload the chosen file from either your computer or using a URL link.
    Helpful Tip: Upon successful upload of the required file, the system will automatically redirect you to the confirmation screen.
    Upload_2.jpg

  7. Complete the following fields:
    • Tags.
    • Share with.
    Helpful Tip: If you need to upload further files then click the Add More Files button.
    Upload_3.jpg

  8. Click the Save button.

Editing an Uploaded Documents

  1. Click the Pencil button.
  2. Update the relevant information and then click the Save button.
    Upload_4.jpg

Deleting an Uploaded Document 

  1. Click the Trash Can button.
    Upload_4.jpg

  2. Type the document's name into the Document Name field.
  3. Click the Delete button.
    Upload_5.jpg
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