How do I upload a document?

RotaCloud's Pro package gives you access to our document storage tool. This allows you to upload documents in two different sections of your account - each employee's profile, and the Documents page.

Uploading a document to an employee's profile means it will only be visible to Admins and Managers*. You will also have the option to share the document with the employee and require it to be signed by the employee.

To begin, click your Company tab and select Employees. Click on the employee you'd like to upload a document for. From the menu on the left, select 'Documents'.

Click the blue plus icon to upload a new document.

You'll then see a pop-up box - click 'Choose file' to browse your device and select the file you'd like to import (this will vary and look different depending on your device).

Once chosen, your file will show on the pop-up and you can choose if you would like to share it with the employee under the 'Visibility' section.

After you've made your selection, click 'Upload' and your file will show in the employee's profile.

Your Documents page will show you all documents uploaded to your own profile as well as all company documents. It is also where you can sign and acknowledge your documents, and see if documents are still pending singing or acknowledgement by other employees.

Uploading files to the Documents page means you can share them with multiple employees at once. To begin, click your Company tab and select 'Documents'. You'll then see a list of all documents and their status and can click the blue plus icon to upload a new one.

You'll then see a pop-up box - click 'Choose file' to browse your device and select the file you'd like to import (this will vary and look different depending on your device).

Once chosen, your file will show on the pop-up and you can choose if you would like to share it with your employees under the 'Visibility' section. Your file can be made private - so it's only accessed by yourself and other Admin users, public - so it can be viewed by all users on your account, and custom - which allows you to choose specific users to share the file with.

After you've made your selection, click 'Upload' and your file will be imported.

The following file formats can be imported into your Documents sections. Please be aware, only some of these can be used for signing and acknowledgement.

Both company and employee documents can also be viewed on the app (please be aware, not uploading or editing or documents can currently be done on the app).

To view a company document on the app, tap the three lines in the top right of your account to open up the menu. Beneath your name near the top of the page, you'll then see a section titled 'Documents'.

You'll then see a list of all company documents on your account. To view your own personal documents (documents added to your profile), use the tab above the list to select 'My documents'.

Simply tap the document you'd like to view to open it or, if you have a lot of documents, you can use the search bar at the top of your list to find the one you'd like to see.

To view the documents in an employee's profile, tap the three lines in the top right of your screen to open your menu. Select 'Employees' to see a list of your all users on your account.

Tap on the employee you'd like to view documents for. Scroll sideways across the menu at the top of the page to see the different sections of their profile. At the end of the menu, tap 'Documents'.

You'll then see a list of all documents in that employee's profile and can tap on the one you'd like to view to open it.