How do I manage documents? (Desktop)

Modified on Wed, 29 Nov, 2023 at 12:26 PM

Love that thrill you get from crafting the perfect document, announcement, or policy but have a sneaking suspicion that your team aren't actually reading them once you've finished? We feel your pain. Luckily, our documents feature lets you upload your creations so that you can make sure that everyone who needs to reads them. Or else.


  1. Head over to the team page by clicking on the 'Team' icon on the left of your screen, then select the Documents tab. 
  2. Here you'll see any documents that have already been uploaded to your account. 


    1. Add new documents by clicking the 'Add Document' button at the top of the page. Enter the document name, then upload your file and choose who you want to see it. You can also choose whether employees are required to read the document or if it's just there for reference, and set a deadline for it to be read by.
    2. To edit an existing document click the three dots to the right of the listing and select 'Edit'.
    3. To delete an existing document click the three dots to the right of the listing and select 'Delete'. 


You're on the Desktop version of this article.

To view the Mobile version see How do I manage documents? (Mobile)

Struggling to find this feature in your Shiftie account?

Check our permissions and plan pages to make sure you have access.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article