Upload attachment/PDF to employee record

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Anthony_10861832
Anthony_10861832 Member Posts: 15 Reckoner Reckoner
in Accounts Hosted

Hi

Is it possible to upload a PDF and attach to an employee record. There has been a request to do this for COVID vaccine certificates.

Thanks

Anthony

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,355 Reckon Community Manager Community Manager

    Hi Anthony,

    While you can't upload the document itself you can use the new links feature which will allow you to add a link to the document stored on a cloud storage service eg. Dropbox, Google Drive etc.

    I'll link some info on how to use the links functionality in Hosted below -

    https://help.reckon.com/article/a4lwucbslf-reckon-accounts-links


  • Anthony_10861832
    Anthony_10861832 Member Posts: 15 Reckoner Reckoner

    Great, thanks for the prompt reply.

  • Zappy
    Zappy Accredited Partner Posts: 5,340 Accredited Partner Accredited Partner

    There hasn't been any request round our way. Did I miss some mail?

  • Bruce
    Bruce Member Posts: 444 Professional Partner Professional Partner

    @Zappy you haven’t missed the mail. There is no high level requirement to do this.

    I’ve had one client make a no jab no work statement. He has spoken to me about recording the details and with me being uncertain how all this will play out, I have told him to store anything on the HR files rather than the accounting file.

  • Zappy
    Zappy Accredited Partner Posts: 5,340 Accredited Partner Accredited Partner

    Bruce I'm happy to find I'm not going crazy.

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