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Create a new document

How to create and upload a document

Fulvia Chesi avatar
Written by Fulvia Chesi
Updated over 2 years ago

A worker receives an average of 200 emails per day. Finding and keeping track of documents becomes increasingly difficult.

Contracts, CVs, courses and certificates can all be uploaded to Fluida, keeping everything in order and within reach.

Create a document

To create a new document within your profile:

  • In the "Company" > " Organization" menu click "New"

  • Click on the icon that allows you to attach documents and select the file from your device

  • Choose the file name

  • Select the category of the document

  • Choose a date of competence (Optional)

  • Complete the procedure by clicking on the "Upload" button

How can I upload a document for an employee?

Accounts with an Administrator or Power User profile can upload documents for themselves or for other users.

Select the user you want to upload a document for, as shown in the following screenshot:

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