How to Upload/Edit Employee's Document

You can attach documents (such as employment contracts, certificates, or ID copies) directly to an employee’s profile. Each document has a type, a file, remarks, and a visibility setting.

Upload a Document

1. Open the employee’s edit form

   In the left sidebar, click Employees, then select Employees List. Locate the employee, then click the pencil icon on the right side of their row to open the edit form.

   

2. Click the Documents tab

   In the edit form, click the Documents tab in the tab bar to switch to the documents section.

   

3. Click Add Document

   The Documents tab shows a list of all documents linked to this employee. Click the Add Document button on the right to open the upload dialog.

   

4. Fill in the Add Document form

   The Add Document dialog opens. Fill in all required fields (marked with *):

   

   Field	Description
   Document Type *	Select the type of document from the dropdown (e.g. Employment Contract). Document types are configured in Settings → Document Types.
   Document File *	Click Choose file to select the file from your device.
   Remarks *	Enter a short description or note for this document.

5. Click Submit

   Once all fields are filled in, click Submit to upload the document.

   

6. Document is added to the list

   The dialog closes and the new document appears in the Documents list, showing the document type, remarks, date of upload, and visibility setting.

   

   Note

   The Visibility column controls who can see the document. Use the dropdown to change it between Admin Only and other visibility options.

Edit a Document

1. Click the edit (pencil) icon on the document row

   On the Documents tab, find the document you want to update. Click the pencil icon in the Action column of that row to open the edit dialog.

   

2. Update the fields and click Update

   The Edit Document dialog opens pre-filled with the existing document type and remarks. Update the Remarks field as needed, then click Update to save.

   

   Note

   The Document Type field cannot be changed when editing. If you need to change the document type, delete the document and re-upload it with the correct type.