---
title: "Attach Documents to Shifts"
url: "https://help.celayix.com/en/article/attach-documents-to-shifts"
language: "en"
last_updated: "2026-06-16T23:49:30.574Z"
---

# Attach Documents to Shifts

Attach Documents directly to shifts to provide employees with important, shift-specific information.

Shift Documents allow managers to include key details at the shift level, ensuring employees have access to the right information when they need it.

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## Add a Document to a Shift

To attach a document:

-   Open the **shift panel**
-   Navigate to **Documents** → **Shift Documents**
-   Click **Add Document**

You can create and attach a new document directly from this screen.

**Important:**  
After adding documents, you must **update the shift and click the save icon** to apply your changes.

![](https://cdn-assets.productfruits.com/9239ce3d-ce25-4915-a927-a7dc3cfe92dd)

  

  

  

  

  

  

  

  

  

  

  

  

  

  

You can enter the **Title**, provide the **Details**, and **attach a file**.

![](https://cdn-assets.productfruits.com/067e83ad-d838-4de8-9f51-68e33097fb8f)

  

  

  

  

  

  

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## Add Documents in Bulk

To add documents to multiple shifts that already exist:

-   Select the desired shifts
-   Go to **Shift Tools** → **Update # Shifts**
-   Select the **Shift Documents** field
-   Add your document(s)

![](https://cdn-assets.productfruits.com/bb821fb6-598b-4694-8527-3c728e6d9cf8)

  

  

  

  

  

  

  

  

  

  

  

  

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## View Documents in Team Xpress

In [Team Xpress](https://3zzq29axmoks85f.productfruits.help/en/article/employee-app-team-xpress), Documents appear under the **Documents** section within shift details.

![](https://cdn-assets.productfruits.com/28430e22-a5ec-4460-880d-13ba488465cc)

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

Employees can click the **Documents** tab to view all Document information.

![](https://cdn-assets.productfruits.com/1eba8aac-4e8d-4625-a1b6-3f4260c43a01)

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

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## Delete a Document from a Shift

To remove a document from a single shift:

-   Open the [**Shift Form**](https://help.celayix.com/en/article/shift-form#access-shift-form)
-   Locate the document
-   Click the **pencil icon**

![](https://cdn-assets.productfruits.com/55a5b996-2f21-4b5e-ac3b-9ccb991c82f1)

  

  

  

  

  

  

To complete:

-   Select **Delete Document**

![](https://cdn-assets.productfruits.com/cadf03bc-3e21-42e3-b2d9-f1fcbd93a871)

  

  

  

  

  

  

  

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## Delete Documents in Bulk

To remove documents from multiple shifts:

-   Select the desired shifts
-   Go to **Shift Tools** → **Update # Shifts**
-   Select the **Shift Documents** field
-   Choose **Delete All Shift Documents**
-   Click **Update # Shifts**
-   Click the **Save icon** to apply your changes

![](https://cdn-assets.productfruits.com/471f071a-544c-4b50-8ea0-a84c77988f39)

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

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## Permissions

Admins can control access to **Shift Documents** through feature access settings.

-   Go to **Settings** → **Security** → **Manage Access** → [**Feature Access**](https://help.celayix.com/en/article/manage-feature-access-groups)
-   Select the appropriate [**Feature Access Group**](https://help.celayix.com/en/article/manage-feature-access-groups)
-   Locate **Shift Documents** under **Shift Access Modules**
-   Click the **pencil icon** on the right to update permissions

### **Access Options**

-   **No Access** – Users cannot view or interact with shift documents
-   **View Only** – Users can view documents but cannot add, edit, or delete them
-   **Update Access** – Users can add, edit, and delete shift documents

![](https://cdn-assets.productfruits.com/be11f7db-4670-45b4-a976-a08d275353bc)