[Customer] How to upload a file

You can upload documents to Remote in multiple locations depending on whether you're adding company-wide files or employee-specific documents. This guide explains how to upload files and configure their settings.

To upload a file: 

1. Click on the Document management tab;
2. Choose Files;
3. Click on Add files;
4. Click on the Upload files button;
5. Select the file you want to upload. You can choose to have Remote AI automatically map the data for you or you can manually add the data yourself;
   
6. In the review step, you can review the details and manually map the data as needed;
   • File Name - the name of the file;
   • Document type – Document category (Contract, Tax, Policy);
   • Assigned To – The employee linked to this file (for team member files);
   • Assignee type - this is where you specify if its a Team or Company file;
   • Team Member Visibility - select if its a hidden, restricted or public document.
     
     See also: What can the different company users do on Remote?
7. After mapping your data, you can click Confirm and add file;

See also: File Tab: managing company and team member documents

All documents you upload can always be found on this page as well as the finalized PDFs of documents you sent out to your employees and contractors.