Page 35 - PROSoftware Manager Guide 0825

Employee Document Storage in Pro Software Employee Document Storage in Pro Software
Employee Document Storage in Pro Software
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Documents can be stored on an employee level in Pro Software. This guide will show the Documents can be stored on an employee level in Pro Software. This guide will show the
Documents Employee Document Storage in Pro Software
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steps to upload, view & download documents. steps to upload, view & download documents.
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To view and upload documents, start by logging into Pro Software. Toviewanduploaddocsutempesntotsu,sptlaoratdb,yvlieowgg&indgoinwtonlPoraodSdofctwumare.nts.
To view and upload documents, start by logging into Pro Software.
1. Find the employee who applies to the document you need to upload in Pro Software.
Tov1ie.wFaindtuhpeloeamdpdloyceuemwehnotsa,pstpaliretsbytolothgegindgocinutmoePnrotySouftnweaerde.touploadinProSoftware. 1. Find the employee who applies to the document you need to upload in Pro Software.
On their profile, click the Attachments tab.
To viewOandthuepirloparodfidleo,cculmiceknthtse, Astatartcbhymloenggtsintgabin.to Pro Software.
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2. 2.
3. 3.
3. 3.
FOindthtehier pemropfiloe,yecelicwkhtoheapApttlaiecshtmoethnetsdtoacbu. ment you need to upload in Pro Software. OFindthtehierpemropfiloe,yecelicwkhtoheapApttlaiecshtmoethnetsdtoacbu.mentyouneedtouploadinProSoftware. On their profile, click the Attachments tab.
2. From here, click +Add to upload a new document. From here, click +Add to upload a new document.
From here, click +Add to upload a new document. From here, click +Add to upload a new document. From here, click +Add to upload a new document.
3. On the right side of the page, this will require the below fields – On the right side of the page, this will require the below fields –
On the right side of the page, this will require the below fields –
a. Name – a clear name for the document you are uploading.
a. Name – a clear name for the document you are uploading. On tah.e Nrigahmt esi–dea ocfletharenpamge, ftohristhweildl orecquumirentthyeobuealorewufipellodasd–ing.
b. Category – an additional way to sort documents. We can add or rename b. Category – an additional way to sort documents. We can add or rename
On tabh.e NCrigahtmet gesoi–dreay o–cflaetnhareandpadamigteieo,nftoharilstwhwaeiyldltoroecqsuoumrirtedntothcyeuobmueealonrewtsu.fipWellodeascd–ainga. dd or rename
ba. c. bc.
c. d. cd.
d.
these to your liking. these to your liking.
CNthaetmsegeto–orayo–culaernaliraknidnadgmi.tieonfoarl twhaeydtocsuomrtednotcyuomu eanretsu.pWloeacdainga. dd or rename
c. Description – more detail than the name suggests, if any. This is an optional
Description – more detail than the name suggests, if any. This is an optional tCDhaetsecegrtoioprtyio–unarn–limakidnodgrei.tidoentaliwl tahyantothsoernt admoceusmueggnets.tsW, eif caanny.aTdhdisoisr raenaompteional
field. field.
Dtfihelsdsce. rtioptyiounr–limkinogre. detail than the name suggests, if any. This is an optional d. Employee Can View – checking this box will allow the employee to view this
Employee Can View – checking this box will allow the employee to view this fiDEemelsdpc.lroiypetieoCn a–nmVoirewd–etcahiletchkaingththeisnabmoxewsiullgagleloswts,thifeaenmy. pThloisyeise aton voipetwiotnhaisl
document from their Pro Software login. document from their Pro Software login.
Efideomlcdpu.lmoyeenet fCroamn Vthiewir P–rcohSeocfktiwnagrtehlisogbionx. will allow the employee to view this Lastly, enter a Document Date if diHerent than upload date and choose file to
Lastly, enter a Document Date if diHerent than upload date and choose file to Lasdtl.y,edEnomtcepurlmoayeDenoetcfCuroamneVnthiteDwiraP–tercoihfSedociHfkteiwnraegrntehtlitsohgabinonx.uwpliolladllodwatethaenedmcphlooyseefitolevtioewthis
upload, or drag and drop file to add. Click Save. upload, or drag and drop file to add. Click Save.
Luapslotlayd, ed, notrcedurrmageDnaotncfduromdmreontphtfieDlireaPteoroiafSdodiHf.tewCraelirncetkltoShgainvne.u.pload date and choose file to uLapslotlayd, e, notredrragDaoncdumdreonptfiDleateo iaf ddiH. eCrelinctktShanveu.pload date and choose file to upload, or drag and drop file to add. Click Save.
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