Skip to main content
Adding documents to team member profile

Store essential documents such as contracts, visas, job descriptions and references on a team member's profile with customizable permissions

Alexandros Tofarides avatar
Written by Alexandros Tofarides
Updated over 2 weeks ago

Note: Only Super Admins/Admins/Team Leads can do this (for documents they have permission to see).
โ€‹
With Charlie you can store all the essential information directly on a team members profile. We also allow you to select who can view and edit these files.ย 

To add a new document:ย 

  • Start at a profile for a team member

  • Head to the documents section of their profile.

  • Select the 'Add document' option.

  • Select a folder to save the file in.

  • Add a description.

  • Click the 'Add document' button to save the changes.

And you're done.

Looking to include documents from Google Drive or other external sources? Read how here

Did this answer your question?