The Documents section of a hired job is your centralized hub for managing all job-related files. Divided into All Documents and Legal Documents categories, this section lets you organize everything from corporate policies and job-specific files to formal agreements. All team members assigned to the job can view existing documents and upload new ones, ensuring everyone has access to essential information.

On the Documents page, you can:

• View job files sorted by document name, owner, upload date, category type, and tags
• Upload new files to share with team members, talent, and TTA staff
• Create custom tags to organize and quickly locate documents
• Edit documents details for files you’ve uploaded, including name, category, and description
• Download any document associated with the job
• Delete documents that you personally uploaded

Legal Documents View:

To upload a document, click the Upload File button

• Drag the file from your computer, or click into the blue upload documents section of the form and select your file.
• Select a category type from the dropdown menu.
• You may enter an optional description for the file, or add or remove additional documents here as well.
• When you’re ready, click to Upload.

To edit a file, click ellipses […] in the Actions column and select Edit. Make any changes to the Document Name, Category, or Description and click Save.

You may also choose to link to a cloud file, such as a Google document or sheet. Click to Upload File and select to Add Cloud Document.

 

From the Add Cloud File pop up:

• Add a File Name and File URL.
• Select a category type from the dropdown menu.
• You may enter an optional description for the file, or add or remove additional links here as well.
• When you’re ready, click to Add.

Other features for job documents include:

• The Download option from the Actions column will save the file to your device.
• The Delete option from the Actions column will remove the file from the job documents (only on documents you’ve personally uploaded).
• The Share option from the Actions column will allow you to share the file with selected other users associated with the project.
• Find a document by using the filter and search options, such as document name, job name, dates, tags, and category type.
• See our article on more documents features here.

Tip: Any company contact who has Administrator access can view and post all documents. A company contact who has Standard User access can only view and post files for the specific job they are assigned.

To Add a Customized Tag to your file:

• Click the document name to access the File Details
• To add or remove a tag click Manage in the Tags section of the File Details form
• To create a tag enter the desired tag name in the text field and click Create a Tag or select a tag from the Selectable Tags section
• The tag will then be associated with this file and highlighted under Document Tags
• To remove an existing tag click the X next to the tag name

 

To Manage all Document Tags, click Tags on the main documents page to see Assigned Tags (those associated with files) and Non Assigned Tags (those not yet assigned). You can easily edit and view all tags from this view.