Admin - How to Create New Documents

Last updated: April 21, 2026

Depending on team members' location or entity, there will be several documents you may need to create for them.

For instance, a new joiner in the UK will need to upload a P45 or Starter Checklist, hence this document will have to be created in Cercli.

TLDR 🍿

On your left navigation bar, locate Settings and click on Document settings

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You will find a list of all document types available at the moment. These are the documents team members can upload.

Whenever you need team members to upload a different document that is not available, you can create it. Click on Add document template

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Simply name the document, and it will be ready to use after clicking Save

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You will find this new document at the bottom of the list. Team members will now be able to use it on their profile

Refer to this article:

📄 Adding New Documents