Upload documents

Table of Contents

• Upload a single document
• Bulk upload
• Upload from an employee's profile
• Document details
• Notifications
• FAQ

Upload a single document

Everyone in Huma can upload documents. No special role is required.

1. Go to the Documents module
2. Click "Add document"
3. Choose "Upload files"
4. Drag and drop your file, or click to browse and select it
5. Fill in document details (see below)
6. Click "Upload"

💡 Maximum file size: 10MB per document.

Bulk upload

You can upload multiple files at once by dragging and dropping them, or by selecting multiple files at once.

1. Go to the Documents module
2. Click "Add document" (see picture above)
3. Choose "Upload files"
4. Drag and drop multiple files, or hold Ctrl/Cmd and click to select multiple files
5. Fill in document details, these settings will apply to all uploaded documents
6. Click "Upload"

💡 Important things to know about bulk uploads:

• Maximum 10 files per upload. If you need to upload more, click "Continue without rejected files" and re-upload the remaining files
• You cannot edit individual document names during a bulk upload. Names can be changed after uploading
• If you set a "Regarding" person or assign access during a bulk upload, those settings will apply to all documents in that upload

Upload from an employee's profile

You can upload a document directly from an employee's profile to automatically link it to that person.

1. Go to the People module and open the employee's profile
2. Navigate to the "Documents" tab
3. Click "Upload document"
4. Choose "Upload files"
5. Drag and drop your file, or click to browse and select it
6. Fill in document details and click "Upload"

When uploading from a profile:

• The "Regarding" field is automatically set to that employee
• The employee is automatically given "Only see" access to the document

💡 You can update or remove both the "Regarding" setting and the access level immediately after uploading, or at any time afterwards.

Document details

When uploading a document, you can fill in the following details:

💡 Access defaults to only you as the owner when uploading. Remember to share the document with the relevant people or groups after uploading.

🔗 Read more about document access levels.

🔗 Read more about validity and archive.

Notifications

When uploading a document, you can choose to notify the people you share it with by toggling on "Send notification when uploading".

💡 Notifications are only sent to users who have logged into Huma at least once.

FAQ

Can I upload any file type?

Huma supports most common file types including PDF, Word documents, Excel spreadsheets, PowerPoint presentations, images, videos, audio files and zip archives.

Can I replace a file after uploading?

Yes. Open the document, click "Document settings" and select "Replace file" to upload a new version. The document name and access settings will remain unchanged.

Can I edit the document name after uploading?

Yes. Open the document and click "Document settings" to edit the name and other details.

Can I download a document I have access to?

Yes. Everyone with access to a document can download it, regardless of whether they have "Only see" or "See and edit" access.

Why did some files get rejected during a bulk upload?

Files may be rejected if they exceed the 10MB size limit or if the file type is not supported. Click "Continue without rejected files" to proceed with the valid files, then re-upload the rejected ones separately

Which file types support preview in Huma?

The following file types can be previewed directly in Huma without downloading:

• PDF
• Images: APNG, BMP, GIF, JPEG, JPG, PNG, SVG, TIFF, WEBP and HEIC

All other file types, such as Word documents, Excel files or PowerPoint presentations, must be downloaded and opened in the appropriate application.