Help Center

Add documents

Open Documents in the menu and click Add new. Drop one or more files, or add a link. Each file becomes its own document, titled from the file name.

Software
Every software
Who can do this
Business owner, Member
Updated

Add a document

  1. Open Documents in the menu.
  2. Click Add new at the top right of the list.
  3. Drop a file on the page, or click Browse files.
  4. Check the Title. Skileo takes it from the file name.
  5. Choose the Document type.
  6. Click Save.

The document is now in Documents. If you associate an employee or a candidate with it, it is also on their profile.

Add several files at once

Drop or pick several files in step 3. Each file becomes its own document, with its own title. Check each title in the list of files.

The type, the tags and everything else you choose apply to all the documents. The save button shows how many documents will be added.

If a file can’t be saved, it stays on the page with the reason. The others are saved. Fix the problem and save again.

  1. Click Add a link instead.
  2. Paste the address in Link.
  3. Give the document a Title. A link has no file name to take it from.

The document opens the address in a new tab.

Choose or create a document type

Every document needs a type, such as a contract or an ID card. Skileo suggests the type you used last.

If the type is not in the list, type its name in Document type and press Enter. Skileo adds it to your workspace’s types and picks it. You can also manage the types in Document types, in the settings.

The other options

  • Tags: words to group and find documents. A new word becomes a tag of your workspace.
  • Expires on: for a document that ends, such as an ID card or a permit. See Set an expiry date on a document.
  • Filed under: the employees or candidates the document is about.
  • Which software modules show it?: the softwares where the document is listed. By default, the software you are in. This choice appears only if your workspace has more than one software.
  • Access: whether the people you chose can open the document. See Share a document with an employee or a candidate.
  • More options: Private to you and a Description.

Who can add documents

The Business owner, and every Member with the Write permission on Documents.

Common questions

Which files can I add?

Any file: PDF, images, Word, Excel and PowerPoint files, videos and more. Skileo checks each file for viruses. A file that is too large is refused, with a message.

Can I see a file before I save it?

Yes. In the list of files, click a file’s name to preview it. See Find and preview documents.

Can I change the file later?

Yes. Open the document and click Edit. See Edit, copy or delete a document.

Does anyone get an e-mail when I add a document?

Only the people it is shared with. See Share a document with an employee or a candidate.