How do I manage documents? (Mobile)

Modified on Wed, 29 Nov, 2023 at 12:32 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 'More' button at the bottom of your screen and choosing 'Team' from the menu. 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 plus icon at the top of the page. Enter the job role 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 or delete an existing document, or to download a copy, click the three dots to the right of the listing and select the relevant option.

You're on the Mobile version of this article.

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

Struggling to find this feature in your Shiftie account?

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

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