Upload a Document or File

How do I upload a document or file?

Purpose: To help you understand how to upload a document or file to BambooHR. Storing your documents and files in BambooHR will not only save you space in your office from the dreaded filing cabinet but save you and your employees time by having quick and easy access to the files and documents they need to review often.


Files

Files

To upload a new file, navigate to the Files tab and click Upload File.

Upload a file

Files

Select Choose file(s)  to select the file(s) from a folder or use the drag and drop feature to upload a file.

  1. Folder: Select a folder where you would like to save the file.
  2. Share these file(s) with all Employees: Check the box if you would like to share the file with all employees.
  3. Share These File(s) with Individuals or Groups: Type the name of an access level with assigned users or an individual employee with who you would like to share the file.

Once you determine the settings, click Upload.

The maximum size per file or document upload is 20 MB.

Successful upload of a file

Files

When you successfully upload the file, it will show up under the appropriate file folder on the Files tab.