Uploading a Company Document

Built for Teams lets you make documents and forms available to your employees. These documents can be informational only, such as a PDF copy of your employee handbook. Or, documents can be forms that you need your employees to fill out and sign, such as an employee agreement or a W-4.

To make a document available to your employees, follow these steps:

  1. Go to Settings > Documents.
  2. Click the "Add Document" button.
  3. Give your document a title.
  4. Click the "Upload File" link and choose the PDF file you'd like to upload.
  5. Save the document.

On each person's profile, when they click the "Documents" tab they'll see a link that allows them to access the documents that you've uploaded.

While uploading a document, you can also do the following advanced things:

  1. Make a document required
  2. Make a document fillable/signable online