Add a Document to Someone's File

1. 1

   Go to ConsolePeopleDirectory, open the person and choose the Documents tab.

2. 2
   Select Add a document.
3. 3
   Under What it is, choose the kind of document.
4. 4
   Choose the file, or drop it into the box.
5. 5
   Add a Title if the kind's name isn't enough, and the Issued and Expires dates.
6. 6
   Select Add the document.

It's checked for viruses and encrypted, and opens in a minute or two.

Good to Know

• Files can be a PDF, or a photo as JPEG, PNG or WebP. Save a Word document as a PDF first.
• Photos lose their location and other hidden details before they're stored.
• When a document is renewed, open its menu and choose Add a new version. Earlier versions stay in its history.
• Who can see a document is decided by its kind. See Set Up Document Types.
• Documents count against your plan's HR document storage.

If Something Goes Wrong

• It shows Being checked for a while. Virus checks take a minute or two. Refresh the page after that.
• It shows Refused. The file failed the check and was deleted. Scan or save it again and add it once more.
• A Ghana Card copy is refused. Agoo never keeps an image of a Ghana Card. Record the PIN on the HR record instead.
• It says storage is full. Remove documents nobody needs, or add an HR storage pack in ConsoleSettingsBilling.