How to upload files to your Documents dashboard

You can electronically review, sign, and submit various required documents including startwork, crew deal memos, NDAs, and legal forms like I-9s and W-4s.

Once documents are submitted, you can track their status and maintain secure access in one centralized location.

For required documentation like expense receipts or mileage logs, you can upload supporting files directly through the platform, ensuring all your employment-related documentation remains organized and readily accessible.

Upload files to your Documents dashboard

In order to upload a file to your Documents, it must be saved on your computer.

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the project that you want to upload documents to

  3. In the left-side navigation, click Documents

  4. On the Documents dashboard, click the Add Document button

  5. On the Add Document page, click the Select a file button to upload the document from your computer

  6. Add a description, and click the Shared with dropdown menu to determine who can access your file: Company admins only, Company members only, or Company members & project workers

  7. Once you’ve entered the information, click the Save button

  • Once the document has been successfully uploaded, it will be listed on your Documents dashboard.

  • You can click the download icon in the top-right corner of the dashboard to see all the files that have been downloaded

Compliance project dashboard showing document download options and user information.

Select a project, click Documents and then click the Add Document button

Form for adding a document with fields for description and sharing options.

Click the Select a file button, choose a file from your computer, and enter the optional information. Click the Save button when you're finished.

Document management interface showing downloadable tax forms and project compliance details.

Once the document has been successfully uploaded to Wrapbook, you'll see it listed on your Documents dashboard. Click the downloads icon to view all that have been downloaded to your Wrapbook account.