How To: Upload a Document in the Personnel Module

This article details how to upload a file to a personnel “Document” tab in the Personnel module. Once the file has been uploaded it can then be emailed, viewed and/or removed from the documents tab by anyone that has access to this tab.

Navigate to the Personnel Module, search the persons information and double click their entry to load their profile.

Open

Open

 

 

Next, click the Documents tab, right click in the white area and select “Add Document”.

A window will load where you can navigate to where the file is, double click the file and it will be uploaded. Once uploaded, you can specify a document type should you want to categorize the file, and add any optional comments.