Add existing paperwork

Add pre-completed documents or certificates directly to a person’s profile in Worknice.

Getting Started

Uploading existing paperwork is useful when you already have a completed document or certificate that wasn’t generated inside Worknice — for example, a signed contract, a historical police check, or any externally issued compliance document.

You can upload paperwork directly to a person’s profile and map it to a paperwork type so it’s stored, tracked, and reported correctly.

Uploading Existing Paperwork

1. Go to the Person’s Profile

Navigate to People on the left-hand menu, search for the person, and click View.

Then open the Paperwork tab on their profile.

2. Add Existing Paperwork

Click Add existing paperwork.

3. Select a Paperwork Type

Choose the paperwork type this upload should belong to.

This ensures the item is correctly categorised and included in reporting, bundles, and compliance tracking.

4. Choose the Paperwork Format

Select whether the upload is a:

• Document

• Certificate

5. Enter a Name

Provide a clear and descriptive name for the uploaded item (e.g., “Signed Employment Contract”).

6. Upload the File

Attach the file from your computer.

Supported formats typically include PDF, JPEG, PNG.

7. Assign the Paperwork

Click Add paperwork to save it to the person’s profile.

Notifications & Visibility

This is considered pre-completed paperwork, so acknowledging the paperwork is not requires, and a notification is not sent to the person. They will be able to view it on their profile.

You’re all done!

If you have any questions, please reach out to our support team at help@worknice.com or through the Help section within Worknice.

If you’d like, I can also create a companion article called “Uploading Existing Paperwork from the Main Paperwork Page” or “Understanding the Difference Between Existing vs Templated Paperwork.”