Employee: Uploading and Exporting Documents

Guide on how to upload pdf documents or images softcopy in an employee profile.

Access the Employee's Profile

1. From the menu, select EMPLOYEES and you'll see the list of employees.
2. Look for the name of the employee to whom the document will be associated.

3. Select the name of the employee to view profile information.

Upload a Document or Image file

1. From the employee's profile, click the ADD RECORD button and from the menu select UPLOAD DOCUMENTS.

2. Drag and Drop file uploader will be displayed.
   Note: Only PDF and Images (JPG, JPEG and PNG) file types are allowed.

3. Drag and drop a file or select a file to upload (only PDF and image file types can be uploaded)

4. The uploaded file(s) will be saved and can be viewed by selecting from the “records” list.

5. View the uploaded file by selecting on the item from the list (PDF’s with more than one pages can be previewed per page)

Exporting Employee Documents/Files

To export or download an employee file, click on the EXPORT  button. The file will then be downloaded and saved on your local computer.