Request a document to be uploaded

View video

1. From the Employees Instruction tab, click Request a document to be uploaded.
2. Click Select the upload type and click one of these options:
   • New Hire Document Upload
   • I-9 Document Upload
   • Employer Document Upload
3. (Optional) If the document must be uploaded before task can be completed, click Upload is required to complete task. Otherwise, do not check this option.
4. Set document attributes:
   • Set the default value for document title. This value locks down the name of the uploaded document.
   • Select the default value for document type.

   Tip: Make sure the Document Title Default Value and the Document Type are identical.

5. Click the Prevent modification on the task check boxes for both the Document Title and Document Type attributes.
6. Click Next or Save.