Adding and storing employee documents
If you have lots of field service workers at different places, it’s often important to maintain documents such as insurance certificates, driving licence details or other checks and certificates within the office.
Unfortunately it’s all too easy for that information to get lost or forgotten.
With Okappy all your information is available at the touch of a button. You can add documents, attachments and images to jobs and then quickly retrieve them when required. Likewise you can store documents and attachments with each employees record.
Read on to find out how to add and view documents or attachments for your employees.
Adding a document or attachment to your employee record
To add a document or attachment when logged into Okappy.
- Go to the connections screen by clicking the Connections icon (
) at the top right of the screen - Select Employees
- Find your employee
- Click Add document
Click Browse or drag and drop your document or attachment into the Add file window
Your document or attachment will be added to your employee’s record.
Viewing employee documents from the connections screen
To view documents which you’ve previously added to an employees record,
- go to the Connections screen
- Select Employees,
- Find your employee, and then
- Click View documents
Click the filename to view the document or right click and then save as to save it down to your computer.
Viewing the employee documents report
Alternatively, you can use the reports screen to view the Employee documents report.
To view your employee documents report,
- Click Reports
- Select Other
- Click Employee documents
- Select the date the document was added
- Choose your employee
- Click Generate report
Your employee documents will be displayed.
Click the filename to view the document or right click and then save as to save the document or attachment down to your computer.
Further information
To find out about other reports available within Okappy, check out our reports help and support pages.