Documents

Store contracts, IDs and whatever else each record needs.

Needs Team

Every person has their own document folder: contract, ID, proof of address, certificates. They live in their record, not in a shared drive where nobody can find anything.

Uploading a document

  1. Open the person and go to Documents.

  2. Give it a Label that says what it is — "Contract", "ID", "Food handling certificate".

  3. Pick the file and wait for it to upload.

Tips