Create User document
Updated over a week ago

Do you want to send a document to your newly created employee, here is how you do it 💪

Create a User document:

Step 1: In the User card of the employee, click on Documents

Step 2: Select the category

Step 3: Fill the information, upload the document

Step 4: Send it 📨

How to create a User document?

Once in the User card of the employee, click on Document and on the Add document blue button. Then, choose the document you want to send:

Can't find the category you need? You will have to create it then! Go to HR > More > Documents and create a new one. Check the screen recording to find the right place:

Add a title to your document, upload one from your computer and select the employees/titles involved:

​More questions? Get in touch with us on the chat 😊

🖥️ Web/PC: Click on the blue bubble at the bottom right corner.

Did this answer your question?