Uploading documents directly to Rise is a secure way for employees to share important files, avoiding the risks of sending sensitive information via email. There are two primary ways for employees to upload documents in Rise.

1. Request Documents using Tasks

As an administrator, you can request specific documents from employees using the Tasks feature. Follow these steps:

1. Go to People > Tasks.
2. Create a new task and specify the documents you need from the employee.
3. Hover over the document button, then click “Request files.” Select the appropriate folder where these documents should be saved.
4. Add task details: You can include a due date, a description, and any other relevant details for the task.
5. Once everything is set, click “Assign Task.” The employee will receive a notification.

Tracking progress

You can monitor the task’s status on the Tasks tab. Once the employee completes the task, the documents will automatically be saved in the specified folder within their profile.

2. Self-service document uploads

Employees can also upload documents directly to their Documents folder in Rise. Here’s a helful article they can refer to on how to do it:

• Upload documents as an employee