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 of the benefits document.
• Select if you would like to feature it (this means it will show up on all your employees' dashboard).
• You also have the option to select a date for the document to stop being featured.
• Keep the Status set to "Active".
• If you would like employees to sign off that they have read and received this document, toggle Electronic Signature to "Yes".
• Use the drop-down menu if you want to select only specific employees to see the document (by default all employees can see a document).
• Add any searchable tags you would like to associate with this document (like "Benefits").
• You can either type in the details of the document or upload an existing PDF.
• Remember to SAVE DOCUMENT.