You can upload documents on your personal page via the Documents tab. You can also add files when writing notes or comments, for example on a goal or in a conversation. This makes it easy to build your own portfolio and find your documents in one place later on.
Uploading documents while writing a note or comment
When you write a note on a goal or a conversation, you can add an attachment. The file you upload will also appear in your documents overview afterwards.
Uploading documents via the Documents tab
In addition to adding documents while writing notes, you can also upload files directly via the Documents tab on your personal page. There you will also find all documents you have uploaded before.
Follow these steps:
1. Click Me
2. Click Documents
3. Click + Add document
4. Click Select document and choose the file you want to upload
5. Give your document a name
6. Choose who can see the document: only you, or also your manager(s)
7. Click Add
Your document is now added to your documents overview. Depending on the permissions, your manager can also upload documents for you.
Good to know
The Documents tab is only visible if this feature is enabled in your environment.