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Upload Documents

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You can upload documents   via the Upload Documents feature in the Self-Serve module. To upload documents, log on to the software. Self-Serve opens automatically in My Holidays; Click on the My Documents in the side menu, then select Upload Documents in the top menu.

Company Documents

  • To upload documents  and to view documents you have uploaded in  self serve:
  • Select My Documents from the side menu (see 1 on the screenshot below)
  • Select Upload Documents from the top menu (see 2 on the screenshot below)
  • Hover over and click the  “Choose Files” (see 3 on the screenshot below) button this will open up the directory in your PC, phone or tablet,  select the file you want to upload
  • Press the Save button (see 4 on the screenshot below) and the selected document will be uploaded and saved to the recent documents list.
  • To  view or print the selected document, click on the yellow Download button (see 3 on the screenshot below), which will aloow you to open or print the selected document.

N.B. The Self-Serve access user cannot delete a document on the Documents Upload page. Only users with Administration access can delete these files for staff members.

Screen Shot

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