Documents allows you to share files securely with your regular contact person at Epassi or with our support team. You can also find documents previously shared with Epassi on this page.
Use this page for files that Epassi needs to set up an integration, process data or handle a request.
Uploading a document
To share a document:
- Go to Documents.
Select Upload in the top-right corner.
Select the upload field to choose a file, or drag the file into the field.
Give the document a recognisable title. This field is required.
If needed, add a comment explaining what the document is for.
To inform your regular contact person at Epassi, enable the 'Notify my Customer Success Manager' toggle.
Select Upload document.
The file will appear in the overview after it has been uploaded.
Supported formats: .docx, .xlsx, .pptx, .pdf, .jpg/.jpeg, .png, .txt, .csv, .zip and .mp4.
Viewing and managing documents
The overview shows information including the document name, any associated employee, the comment, upload date and file size.
Use the download icon to download a document. To remove a document, select the bin icon.