Your signed and uploaded documents are on your profile's Documents tab. On the web, select your photo or initials at the top right, choose View Profile, then open Documents. Select an attachment to download it. To sign a document that's waiting for you, open the row's menu and select Review.
Who can do this: Everyone, on their own profile. Viewing someone else's documents needs the profile Documents view permission and profile access that covers their office and position. Only you can sign your own documents.
Find a document
Select your photo or initials at the top right, then View Profile.
Open Documents. The header shows Completed Docs with a count, for example (3/4).
Use the filter to show All Docs, Completed, InCompleted, Mandatory, Uploaded or Signed.
Find the row. Columns are TYPE, DATE SENT, DATE UPLOADED, ATTACHMENTS and actions.
Select the file under ATTACHMENTS to download it.
What you can do with each document
Action | What it does |
Review | Opens a document that still needs your signature so you can sign it. |
Update | Uploads a file your company asked for, or replaces one you already uploaded. |
Versions | Shows earlier versions of the document, with a count. |
Add New (top of the tab) | Uploads a document to your profile yourself. |
A document waiting for your signature also shows on your Home page as a New Document action item.
Which documents you have depends on your company. Many are sent through SequiDocs, such as your agreement or company forms. Documents only show Completed or not completed; there is no Pending or Expired status on this tab.
On the mobile app
You can't open, sign, download or upload documents in the app. While you finish onboarding, the app lists required documents and sends you to the website with Open in browser to sign. For everything else, use a web browser (your phone's browser works).
Common questions
Where is my 1099 or W-2?
Tax forms are not on the Documents tab. Ask your company's payroll admin where they provide them.
A document I expected isn't here.
Documents from your offer are signed on the offer page, before you have a login. If a document you expect is missing, ask the person who hired you to check it.
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Still stuck? Getting help from Sequifi Support.