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Adding documents to the employee record

Fourth Customer Success Portal
Hi all,   A question from the lovely @Jo Bolding​:   'Hi - can someone tell me how to add a copy of someone's passport or another document to an employees record in Fourth?'   Best, Rozz Fourth
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Anonymous User

Hi @Jo Bolding​ 

The below article explains how to set up a Document type and how to upload the document in the record.

I would recommend creating a document type called 'Proof of eligability' for passports, birth certificates etc so that reports is clearer.

You can create a custom report to see which documents have been loaded.

Hope this helps

Debbie

Fourth

 

https://fc.force.com/customer/s/article/WFM-Setting-Up-Document-Management-Types

 

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