When someone uploads a document to Sage HR, if they share it with you it becomes available for you to look at.

You can view documents shared with you via the Documents tab on your profile.

Alternatively you can just click Documents on the main menu which takes you straight to this page.

You may also be informed via an email, which a provides a link straight to your Documents page.

Any new document that requires approval shows under My tasks on your dashboard. Click Approve to acknowledge you have received it. The document is then available under Documents in your profile.

To view the document, either click on its name or click on the eye icon. This then downloads the document onto your computer for you to open and look at.

📎NOTE: If someone has shared with you an eSignature document to sign, this only shows on your Dashboard. It does not appear in your Documents section on your profile. Read more >

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