There are two types of documents in Shortlist, and it is important to know the difference.

  1. Agreements - Agreements are documents that require a signature, which is obtained via e-signature in Shortlist. They can only be sent by the internal user - external talent cannot initiate agreements. Learn more about configuring and sending agreements for signature here
  2. Documents - Regular documents do not require a signature, and can be uploaded to the talent's profile by either an internal user or the external talent.

To upload a new document / file:

  1. Navigate to the desired talent profile
  2. Click on the Documents tab within their profile
  3. Scroll to the bottom
  4. In the Other Documents section, click Upload new file 
  5. In the pop-up window, you can upload the document, choose the document type, set the document type, date of issue and expiration date, leave a message and chose whether or not to notify the talent of a new document via email 

     6. Click Add File and you are done!

You can also add a requested document that can be added as part of the Onboarding template. Learn more here