Document Management

Store multiple documents for each person including resumes, headshots, contracts, tax forms, and more.

  • Documents Tab: Click on a person to view their profile, then go to the Documents tab to see all their documents
  • Upload Documents: Click "Upload Document" to add a new file with the following options: Document Name: Give the document a descriptive name
  • Document Type: Categorize as Resume, Headshot, Contract, W-9 Form, Emergency Contact, Medical Information, Photo Release, or Other
  • Notes: Add optional notes about the document
  • Supported Formats: PDFs, Word documents (.doc, .docx), images (.jpg, .png, .webp, .heic), and more
  • Download: Click the download button on any document to retrieve it
  • Edit Details: Click the menu (⋯) and select "Edit Details" to update document name, type, or notes
  • Delete: Click the menu (⋯) and select "Delete" to remove a document
  • Organization: Documents are displayed with their type, file format, and upload date for easy identification

More in Managing People

Related features

  • People Roster & Profiles — Cast and crew records with headshots, documents, contact details and show assignments, including merging duplicates.

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