Overview

The Documents section allows administrators to organize and maintain staff-related documents within the staff profile. Documents can be grouped into folders, uploaded for future reference, and accessed whenever required.

This feature helps institutions securely maintain employee records, certifications, contracts, and other supporting documents in one centralized location.

Access Staff Documents

1. Go to Staff > Staff Info.
2. Select the required staff member.
3. Click Documents from the left navigation panel.

The Documents page opens, displaying all folders and files associated with the selected staff member.

Create a Folder

Folders help organize staff documents into logical categories.

1. Click Create Folder.
2. Enter a Folder Name.
3. Click Submit.

The new folder is created and displayed in the document list.

Upload a Document

1. Open the required folder.
2. Click Upload Files.
3. Browse and select one or more files from your device.
4. Click Open to begin the upload.

The uploaded files are stored within the selected folder.

View Staff Documents

Open a folder to view the documents stored within it.

Depending on the uploaded file type, documents can be viewed or downloaded for future reference.

Organize Documents

Use folders to organize documents such as:

• Employment contracts
• Identity documents
• Certifications
• Licenses
• Background verification records
• Other staff-related documents

Organizing documents into folders makes them easier to locate and manage.

Important Notes

• Only authorized users can upload and manage staff documents.
• Organize documents into appropriate folders for easier retrieval.
• Ensure uploaded documents comply with your institution's document retention policies.
• Staff documents remain associated with the selected staff member's profile.