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Create and store documents

How to successfully create and store documents.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 2 weeks ago

Why it's important to create and store documents

Using the document functionality within the system is a great way to reduce paper files and allow all documents to be kept on people's records. These files can be pushed out in bulk or added to individuals within various folders to make for easy finding


What to do to create and store documents

  • Make sure the employee role has the relevant permissions to be able to see documents in self-service.

  • Create a folder and create a document.

  • Upload a document to a folder.


Our guides on how to successfully create and store documents

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