Add a New Document

  1. Click company setup  | Customizable Options | Handbook & Acknowledgements.

  2. Click Add New Document. The Add New Document screen displays.

  3. Type the title of the document in the Document Title: field.

  4. Click Browse... and attach the file to upload.

Note:   

To upload a new document you must have the document stored electronically in .pdf, .doc, .docx, .dot, .dotx, .ppt, .pptx, .rtf, .xls, .xlsx, .jpg, .gif or .txt format.

  1. Check the Active: checkbox to make the document available to employees.

Note:   

By default, all employees at all branches can view the document.

  1. Click the Only Branches Selected Below radio button to limit access to the document by branch, then select each applicable branch from the list.

  2. Click Save.