Edit a Document

How to Edit a Document

1. Sign in to your "Workmax" account with a manager or admin account.
2. Go to the "People" section.
3. Select the employee you want to add a document to.
4. Click on the "Documents" tab.
5. Select the document you want to edit.
6. Click the "⋮" icon.
7. Select the "Edit" option.
8. Update the document details:
   • Name - The name of the document.
   • Category - The category of the document.
   • Description - A brief description of the document.
   • Attachment - Upload the document file.
9. Click on the "Save" button.

Workmax will now edit the document. If you have any questions or need help, please contact Workmax Support.