Files and Documents: Sharing

This guide gives an overview of how Files and Documents can be shared with Crew Members. We also give some tips on which method works best for what you need to share!

Certificate: best added as a Document and then added to a Crew Profile within a Workflow

Documents that relate to an individual and need to be kept for record keeping purposes (examples include SEA (signed), promotion letters, salary letters): best added as a Document and then added to a Crew Profile within a Workflow

General information such as Joining instructions, handbooks, policies and procedures: best added as a File to either: a Crew Profile (available to just that Crew Member), a Workflow (available to all Crew Members who have access to that Workflow) or a Group (available to all Crew who have access to Workflows within that Group)

You will also find details about Files and Templating in the following guides:

• Templating

• Workflows

• Managing Groups

Create and save templates in the "Files" section of a:

• Group

• Workflow

• Crew Profile

See the Templating guide here