Effective document management is essential for businesses of all sizes. Document management involves the process of creating, storing, organizing, and accessing electronic or physical documents. Checkmark’s document management system helps businesses to streamline their operations, increase efficiency, and reduce the risk of data loss or errors.

This section provides information about how to add documents in CheckMark Online Payroll.

1. Click Company, select Company Information and then select Documents.
2. Click New, enter document name.
   Note: Document name can be up to 12 characters long.
3. Click Choose File, select file and then click Open.
   Note: Check the Approved checkbox to confirm the uploaded document is right and
   check the Employee Portal checkbox to make the document visible to your employees in
   Employee Portal.
4. Click Save.

Once the documents are added, you can perform the following actions.