Administrators / ​Executives / Directors / ​Documents & Policies / Upload a Document

• Click into your DOCUMENTS section.
• Click the green + DOCUMENT button in the left menu box.
• Fill in the name and description for the document.
• Switch the toggle to YES under "Featured" if you want it to be featured on employee dashboards.
• Input a date for the document to stop being featured on employee dashboards.
• If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to YES.
• Pick which employees can view the document by using the drop-down menu under "Employees" to select all employees or select specific individuals.
• Add any searchable tags you would like to associate with this document (like "Benefits"). Press Enter/Return on your keyboard every time you add in a new tag.
• You have three options in uploading your document:
  • Use an existing Template.
  • Use the textbox to type in the details of the document.
  • Upload an existing PDF by clicking on "Choose File" and selecting your document. 
• Scroll down to SAVE DOCUMENT.