Documents on a User

Every user record has a Documents tab where you store the paperwork that belongs to that user account: the copy of the identity document used to verify the person, a signed system access or confidentiality agreement, a training or certification record, or the authorisation that granted their role. The file remains on the record, so an auditor can see who was granted access and on what basis without hunting through a shared drive.

Each stored document carries an effective date and an optional expiry date, so anything that has to be renewed (a certification, an annual acknowledgement) can be seen at a glance to be current or lapsed.

Before you start

Have the file ready as a JPG, PNG, PDF, Word (DOCX) or Excel (XLSX) file. A PDF, DOCX or XLSX file can be up to 10 MB; images are resized on upload. PDF is accepted here because only logged-in staff upload on this tab. On the public registration links a PDF or Word document is sent as pictures of its pages, never as the file itself (see Upload File Formats).
Viewing, uploading and deleting documents are three separate permissions. If the Documents tab, or the Upload or Delete button, is missing, ask an administrator to extend your role.
The user must already exist. To create one, see Add User.

Step 1: Open Users

Select Users in the sidebar. The user list opens, with a search field under each column heading.

Users in the sidebar

Step 2: Open the user

Type the user’s surname into the search field under the Surname heading; the list narrows as you type. Click the user’s name to open their record.

Filtering the list and opening the user

Step 3: Go to the Documents tab

In the tab list on the left of the user’s record, select Documents. The tab shows every document stored on this user, and a toolbar above the list. A user with no documents yet shows an empty list.

The Documents tab on a user

Step 4: Click Upload

Click the blue Upload button in the toolbar. The upload dialog opens.

Step 5: Complete the upload dialog

The upload dialog

Drag and drop your file or Browse - drop the file onto the panel, or click Browse and pick it from your computer. Wait for the upload progress to finish; the file is only attached once it completes.
Effective Date - required, and defaults to today. Set it to the date the document was issued or signed.
Expires Date - optional. Set it to the date the document has to be renewed, for example the expiry of a certification or the next annual acknowledgement, so lapsed paperwork is obvious in the list.
Comments - a short description of what the document is. This is what other administrators read next to the file name, so describe the document rather than the file.

Click Upload. The dialog closes and the list refreshes.

Step 6: The document is stored

The document now appears on the user with its comments, effective date and expiry date.

The stored document on the user

Click the file name, or the eye icon at the end of the row, to open the document in the document viewer. Pictures, PDF files and Word (DOCX) documents open there: the pages are listed down the left, and the page you pick is shown large on the right, where you can zoom and drag it. The viewer loads each page only when you look at it. A Word document is drawn by your browser, so the viewer shows “Preview only - the layout may differ from Word. Download gives the original .docx.” Users who can download documents also see Download and Print all for a PDF or Word file, and Download and Print for a picture. Other files, such as Excel workbooks, download when you click them.

A document that arrived as pages, for example a document uploaded on a registration link, is one row: the Pages column shows how many pages it has, and the viewer offers Download PDF (every page in one PDF file), Download page and Print all. Deleting that row deletes every page of the document.

Each Download, Download PDF, Download page, Print and Print all is recorded on the user’s Events tab, with the document name and who did it, and in the audit log.

Step 7: Select the document you want to remove

Tick the selection box at the start of the document’s row. The red Delete button remains disabled until exactly one document is selected.

Delete becomes available once a row is selected

Step 8: Confirm the deletion

Click Delete. A confirmation window asks you to confirm.

The delete confirmation

Deleting a document is permanent and cannot be undone. Download a copy first if you may need the file again. Click Delete in the confirmation window to proceed, or Close to keep the document.

Step 9: The document is removed

The list refreshes and the document is no longer stored on the user.

The Documents tab after the deletion

Notes

Replacing an outdated document is an upload followed by a deletion: upload the new version first, check that it is listed, then delete the old one.
A user’s profile photo, uploaded on the Profile tab, is separate from this tab. Use Documents for supporting paperwork that has its own validity dates.
Download anything you need to keep before deleting the user record itself.