How to Assign Documents to Individual Employees

The Documents Tab must first be added to the Profile Designer to complete the instructions below. See: How to Add Documents to the Profile Designer

The Manage Employee Documents Privilege is required to manage employee documents.

1. Click in the Left Nav to expand the options, select Employee List, and select an employee.

Image from Gyazo

2. Click Documents to open the Documents Tab

3. Click the Employee Documents Folder and select to add a new Folder.

4. Name the new folder

3. Click the newly added folder to open it and select to upload a file.

4. Input the required information, upload a file, and click

Setting	Description
Name	Display name of the Document
Description	File Description
Choose a File	Select a file to be uploaded
Share with employee	If Yes - Employee can view the document If No - Only managers can view the document

* A new file will appear in the Document Explorer