Skip to main content

Manually add documents to a team member’s profile

Manually add uploads a file directly to one team member’s profile.

  1. Go to Team View, then Team Management › Team.

  2. Find and select the team member.

  3. Go to the Documents tab, then select Add documents.

  4. Select Upload documents. In the Upload documents window, drag a file in or select one from your device.
    ​

    upload a document to a team member's profile.png

  5. Select Upload.

📌 You can upload PDF, JPG, JPEG, HEIC, PNG, CSV, XLS, XLSX, DOC, DOCX, PPT, and PPTX files, up to 10 MB each. The document keeps its file name, and you can't add a separate name or type.

Uploaded files appear in the Completed section of the team member's Documents tab.

📌 You need the Edit worker records permission, and access to the team member's location and department, to see Add documents. If you don't see it, reach out to your Super Admin.

Related Articles
Did this answer your question?