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Managing Team Member Documents

The Documents section allows you to upload and manage files associated with each team member.

You can use this area to securely store important documents such as:

  • Signed agreements

  • Acknowledgment forms

  • Certifications

  • Notes or other employment-related files

How to Add a Document

  1. Navigate to the Manage Team Member page.

  2. Click on the Documents tab.

  3. Select Add Document.

  4. Choose a file from your device and upload it.

Supported file types: PDF, JPEG, PNG, DOCX
Maximum file size: 10MB

Important Notes

  • Documents are only visible to users within your organization who have permission to manage team members.

  • Documents are not visible to the team member themselves unless they have login to your account with either an Admin or User role.

  • Uploaded documents are tied directly to the team member's record for easy reference.