Support Center

The employee Documents screen stores files that belong to one person, such as a driver's license copy, a medical examiner's certificate, an application, or a previous employer response.

Steps

1. Open the employee and select Documents. Confirm you have the right person.
2. Use the list and filters to find a document, and open it to review before you download or print it.
3. To add a file, use the new document action, choose the correct category and type, and attach a readable file.
4. Open the saved attachment to check that it uploaded correctly.

Where documents belong

• About the person: employee Documents.
• About a test (for example a custody and control form): the test's Documents (Test documents and forms).
• About the company: company documents (Company documents).
• Accidents and trainings have their own Documents screens.

Tips

• Uploading a file does not update dates on the record. If you upload a new license or medical certificate, also update the expiration date so compliance checks use it.
• Documents are not reviewed or approved by Med-Stop just because they were uploaded.