FlairSuite video tutorial
Keep an employee's documents
Store a copy of an employee's passport, ID card or visa with its number and expiry date, from Documents on their page.
Transcript
Select a time to play the video from that moment.
Keep a copy of each employee's passport, ID card or visa in FlairSuite, with its number and the date it runs out, so it's at hand whenever you need it.
First, sign in with your username and password.
Go to Employees, Employee List, and click the employee to open their page. Then, under Actions, choose Documents.
Under New Document, choose what kind of document it is, then type its number and the expiry date, exactly as printed on it.
Attach a scan or photo of the document. A document can't be saved without one. Add a short comment if it helps, such as where the original is kept.
Click Add, and the document appears as a card above the form, with its number and the file you attached.
The red mark holds the expiry date, so you can check when it runs out. Preview opens the file right here, and Download saves a copy. When the employee renews it, use Edit to update the number and date.
Your employee's document is now on file, ready whenever you need it. Thank you for watching.
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