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Add and remove documents to Self Service for all employees

You can upload a document in bulk for all users in the system to see in Self Service by following these steps.

Cristiana Ghinea avatar
Written by Cristiana Ghinea
Updated over 5 months ago

Add a document to Self Service for all users

  1. Go to Setup and click Content.

  2. Click Document and select the Self Service folder.

  3. Click one of the available folders or click Add Folder to create a new one.

  4. Click Add Document.

  5. Enter the title in the Description field and click Upload to upload the document.

  6. Check the Requires Acknowledgement box if you want users to be prompted to acknowledge that they have viewed this document.

  7. Click Save.


Removing a document from Self Service for all users

  1. Go to Setup and click Content.

  2. Click Document and select the Self Service folder.

  3. Select the folder in which the document is created.

  4. Click the document.

  5. Click Edit in the top right corner.

  6. Click Delete.

⚠️ Important: Uploading a document by following the steps above will add it to all users on the system. If you need to upload a document to a specific user instead, follow the steps in our article on adding a document to an employee.

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