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Worker documents

Upload and manage files on the worker record.

Last updated · 28 June 2026

The Documents tab holds files attached to the worker, separate from the compliance evidence on the Compliance tab. It is available for every worker.

The worker Documents tab with a Document name field, a file drop zone, an Add document button, and a Linked documents table below. 1 2 3
1 Document name is required.
2 Drop a file or click to browse: images, PDF, Word or text, up to 10 MB.
3 Add document. It enables once a name and file are set.

To add a document, give it a Document name, choose a File (images, PDF, Word or text, up to 10 MB), then select Add document. There is no category to pick; worker documents are filed together. Uploaded files appear in Linked documents with their status, type and date, where you can download or delete each one.