[Customer] Add a document to a team member's profile

Article author
Nneka
  • Updated

A company user with the right permissions can upload documents directly to an employee or contractor's profile. This could include anything, but common examples include identification, proof of right to work, tax documents, doctor’s notes, NDA or non-disclosure agreements, or tax documents.

  1. From the Team tab, go to the team member's profile.
  2. Click on Documents.
  3. Click on the Add document button on the right side of the page.

add_document_customer_2.png

  1. A modal will pop up where you can name and upload a new document to the profile.

See also: [Employees] How to upload documents

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