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Adding an attachment to an employee's health monitoring file
Adding an attachment to an employee's health monitoring file

How to add an attachment to an employee's health monitoring file.

Updated over a week ago

In this article we will step you through how you can upload attachments to an employee's health monitoring file.

How to Add an Attachment

Step 1:

On your Dashboard, click or search for the Employee that you wish to view.

Step 2:

On the Quick Action Toolbar, click on the Add Attachments Icon.

OR

Navigate to the Documents Tab and select the 'Add' button.

Step 3:

The Add Attachment pop-up will appear.

Step 4: Enter an appropriate Classification for your Attachment. The most common types of attachments are listed. If what you’re attaching isn’t on the list, click other and enter a title.

Step 5: Upload the File Attachment (Maximum file size is 25MB).

Step 6: You can add Additional Notes relating to the attachment in the final box.

Step 7: Click the ‘Add Attachment’ button in green to confirm.

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