Before you start
Lattice supports the following file types for documents:
- jpeg, jpg, png
- doc, docx
- txt, rtf
Upload a document
Lattice Admins can upload individual documents by following these steps:
- Navigate to Admin > Documents.
- Select Create > Document.
- Use the Upload a file to get started button.
- Name the file and select Save.
- (Optional) Select a Document Folder.
Request actions for a document
If the uploaded document is a PDF, admins can request specific employee actions:
- Single E Signature: Request a signature from one employee.
- Multiple E-Signature: Request signatures from multiple employees (up to 5).
- Mark as Read: Request action from employees to mark as read.
- No Action: No employee action is required
For all other supported file types (non-PDF), they are by default No action.
Learn more about uploading documents in bulk.