Open My profile → Documents to find files and table records available to you in the current workspace. On your phone, start from More → My profile. This list is for your own records; it does not give you access to a colleague’s private files.
Open the record you need
1
Check the workspace
Select the employer whose document you need.
2
Open Documents in My profile
Select a named file to open it. A table, such as a certification register, opens your records in
that table.
3
Read or download
Use the preview or download actions available for that file. Keep a downloaded copy somewhere
private.
Check a table record
A table can hold records such as training or certifications. Read the dates and details shown for you. Ask your manager to correct a record if you do not have an editing action. Uploading a certificate elsewhere does not by itself update a table’s expiry date.If a document is missing or will not open
Check the workspace and whether the sender shared the right file with you. Your role must also allow Documents data access: a link alone does not grant it. Ask your manager to check both the share and your role rather than making another copy. A document asking you to confirm you have read it belongs to Acknowledgements. A signing request has its own signing procedure.Next
Signing a document
Complete a request to sign an agreement.
Completing acknowledgements
Record that you have read and understood a document.
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