There are two ways to handle uploading documents in SameSystem; either by uploading a document connected to a specific contract (within the Contract-tab), or by uploading documents that are not at all related to any contracts, completely free-standing (in the Document-tab). In this article, we'll learn how to upload free-standing documents, or Personal documents, as we like to call them.

1. Start by locating the user card you want to upload documents to and head over to the Document tab. Press Add document.

2. Here, you are presented with different document categories. These have been created by your administration, so they will vary from the ones you see in our example below. Click on the category that matches your document type.

3. Upload your documents from your computer and press Create when you are ready.

4. All done! You'll be redirected to the document tab in the user card, where you can see the document you just uploaded. The document(s) can now be accessed by the user the next time they log in.

⚠ Note: that the process can be a little different if you want to upload documents to a contract. We recommend checking out this article if you want to learn more about that.

If you encounter permission restrictions while uploading documents, ensure you have the necessary permissions or contact your administrator to upload the document on your behalf.

We have gathered some of the most common issues and provided possible solutions below;

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

📲 App: Click More followed by Contact support.