You can view documents uploaded by yourself or shared with you by others in Sage HR. You can also see other employees' documents, depending on your permissions, or whether it was you who uploaded the documents.

How to find your documents

You can either view documents via an employee profile or the Documents tab on the main menu.

Employee profile menu

Click My profile.
Click Documents.

📎NOTE: If you're an employee user, you're automatically taken to the Documents tab in your profile when you click Documents on the main menu.

Here you can view documents uploaded by you and/or shared with you. Documents are in categories. Click the relevant category to find the document you're looking for.

You can download documents, as well as edit and delete documents uploaded by you.

📌TIP: Depending on your permissions, you can upload new documents and create eSignature documents from this page too.

Main menu

On the main menu, click Documents.

If you are an admin, team manager or direct manager, on this page you'll see your documents and documents of other employees too.

If you're an employee user, you'll automatically be taken to the Documents tab in your profile when you click Documents on the main menu.

Documents are within categories, which open when you click on them.

You can download documents, as well as edit and delete documents uploaded by you or by others depending on your permissions.

Depending on your permissions you can upload new documents and create eSignature documents from this page too.

📌TIP: To see documents uploaded by or shared with another specific employee, if you have permission to, you can go to the Documents tab in their profile.

📌TIP: You can view your documents in the Sage HR app.

📌TIP: You can sort the order of your documents.

Download and open a document

To view the document, either click its name or the eye icon. This downloads the document onto your computer for you to open and view.

Edit and/or delete a document

You can always edit and delete documents you've uploaded. Depending on your permissions, you can also edit and delete documents other employees have uploaded.

Next to the document, click Actions.
Then either click Edit or Delete.

Add a new document

Depending on your permissions, you can add new documents and create eSignature documents from your documents page.

You will have Upload document and Create signable document buttons.

View documents