import { Callout, Steps } from ‘nextra/components’

Manage Crew Documents

Goal: Upload and review general files attached to a crew member profile.

Before you start

The crew member must already exist.
You must have permission to view or manage crew documents.
Prepare the file you want to upload.

Open crew documents

### Open the crew profile

Open the crew member from the Crew list.

Select Documents

Open the Documents tab.

Review existing files

Check whether the file is already present before uploading a new copy.

[PLACEHOLDER: screenshot - Documents tab on a crew profile]

Upload a document

### Click New or Upload

Use the upload action in the Documents tab.

Select the file

Choose the file from your computer.

Confirm the upload

Save the upload and wait for the file to appear in the list.

Choose the right place for the file

Use Documents for general crew files that belong to the profile.

Use Certificates for certificate scans, renewals, and expiry-related files.

Use Contracts for contract-specific files, signed agreements, and documents that explain an employment period.

Crew documents can include sensitive personal or employment information. Attach files only to the correct crew member and avoid uploading documents that are not needed.

Result

The document is attached to the crew member profile and can be opened from the Documents tab.

Crew User Access Crew Contacts