The Documents section allows you to upload and manage files associated with each team member. This feature is particularly valuable for maintaining records related to employee equipment retrieval service agreements and IT asset retrieval documentation.
You can use this area to securely store important documents such as:
- Signed agreements for laptop retrieval service participation
- Equipment return acknowledgment forms
- Remote device pickup service authorization documents
- Certifications and compliance records
- Notes or other employment-related files
- Offboarding device collection checklists and confirmations
How to Add a Document
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Navigate to the Manage Team Member page.
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Click on the Documents tab.
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Select Add Document.
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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.
Document Types for Equipment Retrieval Management
Equipment Return Agreements: Store signed documents outlining employee responsibilities for IT equipment retrieval and return procedures.
Authorization Forms: Maintain records of employee consent for remote employee asset recovery activities and shipping arrangements.
Compliance Documentation: Keep certifications, training records, or other compliance-related files that support IT asset retrieval service operations.
Communication Records: Upload important correspondence, notes, or instructions related to remote worker device collection processes.
Best Practices for Document Management
Standardize File Naming: Use consistent naming conventions that include the employee name, document type, and date (e.g., "JohnDoe_EquipmentAgreement_2025.pdf").
Regular Updates: Keep documents current, especially those related to employee equipment retrieval service policies or procedures that may change over time.
Security Considerations: Only upload documents that are appropriate for your organization's data handling policies and compliance requirements.
Audit Trail: Maintain documentation that supports your IT equipment retrieval processes for compliance and reporting purposes.