When you view a document in the Sage HR app, you can edit the document.
When viewing the document, tap the ellipsis in the top right.
Select Edit document.
You can change the category or remove and reupload a different attachment.
Select Next.
You can change who the document is shared with or who can access it.
You may also have the option to add notes or request that the recipient needs to review the document.
Select Save.
⚠️ CAUTION: When you save changes to who the document is shared with, the sharing list is completely replaced with the employees you selected. Removing specific named employees from the list means they lose access to the document and their acceptance records are not retained. However, if you deselect Everyone and re-select Everyone, existing acceptance records are preserved.
Adding new starters to a document
New starters are not automatically added to existing documents. To include a new starter without affecting existing acceptance records:
Edit the document.
On the sharing step, change the selection to Everyone.
Optionally, deselect Send email notification to avoid notifying existing employees. If you deselect this, the new starter will also not receive an email notification.
Select Save.
Employees who have already accepted the document keep their acceptance status.