Uploading an existing document

How to upload and share existing documents

1 min read
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note - typically you will create paperwork from a template already within Worknice. If you have an existing document that you want to upload against a person file, then continue following the steps below

Getting Started

There are two places you can upload documents, from the main Documents section (left hand navigation) or from someones profile in the People Directory (Paperwork Tab)

Uploading a Document

Click Add Assignment and select Create a new Document

Select the file you wish to upload and give it a Name and click Add.

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Please note if you choose to Assign Immediately the Person you are uploading this document to will be notified and have access to view and download the file. NOTE: Draft employees will not receive notifications.

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.

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