Upload attachment/PDF to employee record

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: 15,305 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 -



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  • Anthony_10861832
    Anthony_10861832 Member Posts: 12

    Great, thanks for the prompt reply.

  • Bruce
    Bruce Member Posts: 439 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.