The Documents page on the staff member’s profile lists all the documents that have been uploaded for this staff member.
To upload a new document for this staff member, click on the ‘+’ icon in the top right-hand corner of the screen. This will open a pop-up window in which the user can use the drop-down menu to select which type of document they would like to upload. Depending on the document type selected, other fields may appear such as sent date and received date. These fields are set up when creating the document types in the System Settings. For further information on creating document types, please refer to the System Settings -> Staff/Child Record Documents documentation on the Support Portal. A ‘Choose file’ icon will also appear, which the user can click on to upload the required file.
Clicking ‘Save’ will upload the file to the system. Details of the file will then be displayed in the list on the main Documents page.
The user can then use the three icons on the right-hand side of the list to view, edit or delete the document. Viewing the document will download a copy of it to the user’s computer.