Documents: Sharing with Crew

This guide covers how to share a document that relates to an individual, with that individual. There is a separate guide showing how to share Files such as employee handbooks, joining instructions or policies and procedures.

This is the best way to share a certificate with a Crew Member! 

The main steps are:

1. Add the document (see this guide if you need more information)

2. Associate the document with the crew member (see this guide if you need more information)

3. Share the document with the crew member

You will only be able to share a document if the workflow that the crew is associated with has a placeholder for that document.

Navigate to the associated crew profile.

If you want to check that the Document you have added is available for sharing go to "All docs" and "From Workspace (not shared)" section

To share the document with the Crew member, go to "Requested docs"

In the workflow that appears, click in the placeholder for the document you wish to share.

If the correct placeholder isn't there, simply click "view workflow" at the bottom and amend as required

You will then be presented with a list of documents that are available to share. Select the document and press Save. You can view, replace or remove the document.

Once you press Save, the document will instantly appear in the individual's Crew Profile