How to add documents
Follow these instructions to add ID´s, employment documents, licences, permits and other types of documents.
Option 1: From Documents
- Go to Documents in the left side menu.
- Select Other Documents from the top menu.
- Click the Add New Document or Add New button.
- Fill in the details.
- Click Save. A confirmation message will appear once the Document is saved.
Option 2: From Events
- Click on Events in the left side menu.
- Select your Event.
- Go to Documents in the top menu.
- Click the Add New Document or Add New button.
- Select Upload Document.
- Fill in the details.
- Click Save. A confirmation message will appear once the Document is saved.
Option 3: From Employees
- Click on Employees in the left side menu.
- Go to Directory in the top menu.
- Select an Employee.
- Go to Documents in the top menu.
- Click the Add New Document or Add New button.
- Select Upload Document.
- Fill in the details.
- Click Save. A confirmation message will appear once the Document is saved.
Option 4: From Guests
- Click on Guests in the left side menu.
- Select a Guest.
- Go to Documents in the top menu.
- Click the Upload New Document or Add New button.
- Select Upload Document.
- Fill in the details.
- Click Save. A confirmation message will appear once the Document is saved.
Option 5: From Assets
- Click on Assets in the left side menu.
- Select an Asset.
- Go to Documents in the top menu.
- Click the Add New Document or Add New button.
- Select Upload Document.
- Fill in the details.
- Click Save. A confirmation message will appear once the Document is saved.
Option 6: From Spaces
- Click on Spaces in the left side menu.
- Select Directory from the top menu.
- Select a Space. (Subspaces do not have the option to add documents.)
- Go to Documents in the top menu.
- Click the Add New Document or Add New button.
- Select Upload Document.
- Fill in the details.
- Click Save. A confirmation message will appear once the Document is saved.
Updated on: 01/04/2026
Thank you!
