Uploading a File
Go to My Company
Select the Company Document tab
Select the Click or Drop Files Here grey box
Choose the document you want to upload.
(Optional) Add File title and file description
Select the document type.
Toggle on or leave off the Optional toggle. Note: Documents not marked 'optional' will be attached to all bookings by default. 'Optional' documents will be available to add to individual bookings
(optional) Set file expiry
Upload the File
Edit Document Visibility
By default, documents will follow the visibility permissions for the document type that is uploaded as. Read more here about Document Types
These default restrictions can be set on a document-to-document basis.
How to change document visibility
Select the document you want to change.
Toggle on or off the visibility to Workers or Clients. If hidden from Clients and Workers, this document will only be visible to management.
Click Save
Creating a document expiry date
For documents that have a lifespan, you can set expiry dates to know when they have expired. Documents with an expiry date will also provide you with 30 days expiring date soon.
Open the select document.
In the document, details, add file expiry
Click Save
