Add a Document to a Folder and Publish to ESS

1. Double-click Document View.

   The Document View window appears.

2. Click the folder that you want to add the document to.
3. Right-click the right-hand pane to see the menu.
4. Click Add Document from File.

   The Open window appears.

   Note: Alternatively, you can click New Document to open Microsoft Word and create a new document in Document View.

5. Browse to the location of the required document.
6. Click Open.

   The Document Settings window appears.

   Important: You must complete the following steps to publish the document to ESS.

7. In the Attach To Entity list, you must select Employee.

   If you only want a specific employee to see the document, then click the pick list button and select that employee in the Select Record field.

8. Click the Publish to Self-Service checkbox.

   

   Note: If you want to publish a document that is already held in Document View to ESS, then right-click the document and click Document Settings to open the Document Settings window.

9. Click OK.
10. Log on to ESS as an employee who is attached to the ESS Security Profile that you updated in Set Folder Security. Check that you can see the new folder and document.

    For more information about setting up a test employee, see Generate Password for One Employee.

    

Topic: 30178