👷 How to Upload Company Documents

Keeping company documents up to date in Take5™ Connect ensures compliance and easy access for your team. This guide will walk you through uploading company documents step by step. 👇

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Step 1: 🔑 Sign In to the Take5™ Connect Web App

1. Open your web browser and navigate to the Take5™ Connect web app: https://app.take5connect.io.
2. Enter your username and password, then click the Sign In button. ✅

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Step 2: 📁 Navigate to the Documents Section

1. Once logged in, locate the Settings cog tab in the top right hand corner.
2. Click on Company Documents to access the document management area.

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Step 3: ⬆️ Uploading a New Document

1. Click on the Add Company Document button.
2. A file upload window will appear, as well as a space to add the documents name, type, number, expiry date. Select the document you want to upload from your computer.
3. Click Save to save the document in the system. ✅

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Step 4: 🔄 Updating an Existing Document

1. Locate the document you need to update in the Company Documents section.
2. Click the Edit button next to the document.
3. Click Manage Files to delete current file uploaded
4. Then upload the updated version and confirm the changes.

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Step 5: 📂 Organizing and Managing Documents

1. Use the Search Bar to quickly find specific documents.
2. Delete outdated or unnecessary documents by clicking the Delete button.

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❓ Troubleshooting

• If you are unable to upload a document, check the file format and size restrictions.
• Ensure you have the correct permissions to upload or modify documents.
• Refresh the page if your newly uploaded document does not appear immediately.

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📞 Need Help?

If you need further assistance, please contact our support team:

📧 Email: support@take5connect.com
📞 Phone (NZ): 0800 582 535

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