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How do I upload a worker's documents?

Open the worker in App Users, go to the Documents tab, click Upload Document, choose the file and click Upload.

Before you start​

  • The worker must already be added as an app user. See How do I add an app user?
  • Have the file ready as a .jpeg, .jpg, .png or .pdf, up to 12 MB.

Steps​

  1. In the left-hand menu, under Platform, click App Users.
  2. On the Active tab, click the worker's row. The App User Info page opens.
  3. Click the Documents tab.
  4. Click Upload Document. The Upload Document panel opens.
  5. Choose a Document Type, for example "White Card" (optional). If it's not in the list, click Add new type.
  6. Click Pick a date to set the Expiry Date (optional).
  7. In File*, click the box and choose the file.
  8. Click Upload. You see Document uploaded successfully.

Documents tab listing an app user's documents grouped by document type, with Active and Expired badges

Good to know​

  • Documents are grouped by Document Type. Documents without a type appear under Uncategorised.
  • Each document shows its file name, when it was Uploaded, when it Expires (if set), and an Active or Expired label. See What does an expired document mean?
  • Click the download icon to save a copy.
  • The list shows 10 documents at a time. Use the arrow buttons at the bottom to see more.
  • If there are no documents yet, you see No Documents Found.

If something goes wrong​

  • Please choose a file to upload: choose a file in the File* box before you click Upload.
  • Allowed file types: .jpeg, .jpg, .png, .pdf: save the file as a PDF or image and try again.
  • File must be 12 MB or smaller: make the file smaller and try again.