Storing documents directly on an individual’s profile keeps everything organised in one place. Instead of relying on paper copies or endless photocopying, you can securely upload and manage important documents such as passports, proof of address, or certifications. This makes it quick and easy to access essential records whenever they are needed.
Add document
Go to the Address Book.
Search for and select the individual.
On their profile, click the Documents icon at the top.
On the right-hand side, press Upload File.
Select the file you want to upload.
The document will now be stored on the individual’s profile, alongside all their other records.
Use Case
This feature is typically used by admins and super-users who manage workforce records. Access is permission-based, as the data is often sensitive and must only be visible to authorised staff.
💡 Tips
Use clear file names (e.g., “Passport – John Smith – 2024”) for easy retrieval.
Upload documents as soon as they’re provided to avoid misplacing or losing them.
Regularly review and remove outdated documents to keep profiles current.