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Documents & Training

Uploading Documents for Your Team

Upload shared PDFs, organise the Document Library, and track staff acknowledgements.

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The Document Library

Use the shared Document Library for policies, handbooks, and training PDFs. Managers and Organisation Admins can upload files; team members with access can read and download them.

Upload a document

  1. Open Document Library from the sidebar. For management accounts, it is inside the Team menu.
  2. Select Upload Document and choose a PDF of up to 100 MB.
  3. Enter the document name and choose a category.
  4. Enable the signature requirement if everyone needs to acknowledge the document.
  5. Start the upload and wait for it to complete. If it fails, read the error and retry.

Read and acknowledge

  1. Open the document and read it.
  2. If acknowledgement is required, use its sign action, read the confirmation, and select I Acknowledge & Sign.

Managers can select Signatures to see who has signed and when. Use the category filter to find documents. For employee certificates, evidence, and expiry dates, use Compliance instead of the shared library.