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Attach documents to a person

Keep a person's paperwork with their record by attaching files such as a signed contract or a scanned certificate.

Before you start​

  • You need the Manage personnel permission. See the People permissions reference.
  • Your organisation decides which document types a document can be filed under, so pick the one that fits what you are storing.
  • A person's record holds two different kinds of documents, and this article covers the stored files. To understand which kind you need, see Personal files vs issued documents.

Steps​

  1. Open the People module, then Directory, and open the person's record. See Edit a person's details.
  2. Go to the Documents section of the record.
  3. Select Upload and choose the file to attach.
  4. Pick the Document Type it should be filed under, so the document is grouped and easy to find later.
  5. Save. The document is now stored on the person's record and available to anyone with permission to view it.

The Upload Document panel with the file drop zone and the Document Type selector for choosing the document type, and the Cancel and Upload buttons.