Sage HR lets you view documents you uploaded or documents others shared with you.

If your role allows it, you can also view documents for other employees.

Find your documents

You can view documents from an employee profile or from the main Documents menu.

Employee profile menu

📎NOTE: If you’re an employee user, Sage HR opens your profile documents automatically when you select Documents.

You can:

📌TIP: Depending on your permissions, you can upload documents or create signable documents from this page.

Select Documents from the main menu.

If you’re an admin, team manager, or direct manager, you can see:

If you’re an employee user, Sage HR redirects you to your profile documents.

Documents appear inside categories. Select a category to view its documents.

Depending on your permissions, you can:

📌TIP: To view documents for a specific employee, open their profile and select Documents, if your role allows it.

📌TIP: You can sort documents to change the display order.

Select the document name or the eye icon.

Sage HR downloads the file so you can open and view it.

You can always edit or delete documents you uploaded.

If your permissions allow it, you can also edit or delete documents others have uploaded.

If your permissions allow it, you can add new documents or create signable documents.

Use Upload document or Create signable document from the documents page.