Frequently Asked Question
How can I add new documents to the default list?
Last Updated 6 years ago
Go to the 'Main' menu and go into the 'Staff Details' screen. Select the staff member you wish to add documents to. Then Click on 'Documentation'.
Select ‘Documents’ tab on the grey menu and then select documents in green.
Click on ‘Add New’.
Enter the name for the new document type and either click ‘Save’ (this will save the document to all staff) or ‘Save Only To’ (this will only save to the current record).
Your new document will have been created. You can repeat these steps in the other tabs (Training and Vaccinations) to create new 'Training' and 'Vaccination' types.
Select ‘Documents’ tab on the grey menu and then select documents in green.
Click on ‘Add New’.
Enter the name for the new document type and either click ‘Save’ (this will save the document to all staff) or ‘Save Only To’ (this will only save to the current record).
Your new document will have been created. You can repeat these steps in the other tabs (Training and Vaccinations) to create new 'Training' and 'Vaccination' types.