Upload and Attach Documents

Retain allows you to upload and attach documents to Jobs, Clients, Resources, and Bookings. Only users with the correct Edit permissions can upload documents. The functionality to upload documents also depends on your licence.

When you create a Job, Client, Resource, or Booking, Retain displays the Upload documents button in the Documents section. Retain also displays the section and button in the Talent Profile.

Upload and attach a document

1. Navigate to the Documents section.
2. Click Upload documents.
3. From your file browser, select the document you want to upload, then click Open.
   If the document meets the upload requirements, it uploads the document.
4. Click Save changes.
   Retain attaches the document.

Download a document

1. Navigate to the Documents section.
2. Locate the document you want, then click the ellipsis icon.
3. Click Download.

Delete a document

1. Navigate to the Documents section.
2. Locate the document you want, then click the ellipsis icon.
3. Click Delete.

Upload Requirements

The following restrictions apply to documents.

• The file must be smaller than 2mb.
• The file format must be .pdf, .doc, or .docx.
• The maximum number of files for a Job, Client, Resource, or Booking is 10 files.