How to Upload Documents to RealStaff

Important documents can be uploaded to an employee’s record from the Employee window.

From the Employee window click on the Documents button.

To add/upload a document: Click on the + sign located on the bottom left of the Document window.

On the Update Document window:

1. Click on the button and locate the document to be added. Double click on the document to add it.
   1. RealStaff recommends that a new folder be created on the C: Drive (your computer's hard drive) and naming the folder: “Upload to RealStaff “. Then save all documents to this folder. This makes it easier to locate the documents when adding them to RealStaff.
   2. Or copy the document/image (Ctrl+C) and click on the image button.
2. Click on the button to open the list of categories available. See next step.
3. Click on the button to open the list of Document types available. See next step.
4. Once all required fields have been entered, click on the OK button to add the document to the employee’s file.

Both the category and the document type are required fields. After clicking on the button, choose the correct category/document type and then click on the checkmark button to save and return to the Update Document window.

Once the document is uploaded to the employee's file, close the Documents window (top right of the window).

This will take the user back to the Employee window.

Document Upload Complete!