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Document Uploading

How to upload documents into events and workers profiles?

M
Written by Monika Chamoli
Updated over a week ago

Document uploading helps to provide information about an event to the team or to store documentation on a worker's profile.

What kinds of documents can I upload?

All types can be uploaded. Max file size of 50MB.

In what areas can I upload documents?

  1. Events

  2. Company Documents

  3. Worker(s) profile

Events

Calendar view - uploading documents in an event:

  • they can be added from the event editing section

  • workers can download uploaded documents

Side By Side View:

  • click DOCS at the top of the event.

  • click or drag the document to attach it to this event.

Company Documents

General company documents can be added. For example:

  • a general dress policy,

  • workplace policies,

  • payroll information, etc.

They can be added through Configuration & documents to be viewed by all workers.

Company documents on worker homepage - Desktop:

Here they can be viewed and downloaded by workers.

Company documents on worker homepage - Mobile App:

Here they can be viewed and downloaded by workers.

Workers Profile Documents:

Workers can have their documents such as driver's licenses and I-9 stored too.

To add them, choose the wrench of the worker, documents & upload or drag the document onto the worker profile.

Any finished document signing documents will also appear here. Please see Document Signing for more information.
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And that's how you can upload and use documents through Roosted! πŸ˜†

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