--- title: Customer Documents description: Customer Documents --- [Skip to content](https://university.guardhousehq.com/customer-documents#main-content) English Show submenu for translations [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=225&height=30&name=Text_gradient%20gold-1-2.png)](https://university.guardhousehq.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact Support](mailto:support@guardhousehq.com) [Contact Support](mailto:support@guardhousehq.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Guardhouse Knowledge Base](https://university.guardhousehq.com/?hsLang=en) 2. [Documents](https://university.guardhousehq.com/documents?hsLang=en) # Customer Documents ### Customer Documents Print **Adding a Customer Document** To add a Customer Document, navigate to Organisation \> Customers \> Customer Documents. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/HC1fBmb1soxL9ulfcVCA4YtATnJkZR-GBA.png) To add your first document, click the **Add New** button. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/CXVpDSJebyVBqITDZtBFy9B8pPymgBhIUw.png) Add the Document Name and then click **Attach File**. File types available to upload are PDF, Image, Word & Power Point.   **Company Document Workflows** **Storing an internal document** If you wish to just store this document and not have staff access it, click save once you have named and attached the file and click **Save**. Once you’ve done this the document is stored.   **Making a document accessible for staff** If you want staff to have immediate access to a document and do not require them to acknowledge or sign off on it, upload the document and tick the **Allow all staff to view document?** option.  ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/uatPOj9hodWDpuByxyL838BBvWpxJ4Vqdg.png) Once this is selected, staff will be able to access this at any time through the **Document Library** section of the mobile app.    **Staff Acknowledgement of Documents** There is a difference between how Customer documents work to Company Documents.  With the Customer Document acknowledgement process, only staff that work at this Customer will receive this document. This keeps information secure and controlled.  Guardhouse automatically recognises if this is the first time a staff member has worked for this specific Customer and will share any relevant documents to the staff member to view and acknowledge prior to clocking into their next shift. To require acknowledgement of your new document from your staff, click the **Requires acknowledgement before next shift** tick box in addition to the **Allow all staff to view document** option.   ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/kaTkG2LJjShWbsNVIKeGHd7_IMYAoIGDaA.png)   **Capturing a digital signature with document acknowledgement**    If you need your staff to sign off on a document, click the **Requires signature** tick box option to add a signature capture process to the document acknowledgment. ![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/V6-aEDAJ069mhjdAzHB_P0ONbSBurhU4Xg.png) **Automatic Renewal of Document Acknowledgement** If you want staff to review and renew their acknowledgement to ensure the information is always front of mind, click the **Needs to be renewed** tick box. You will get a **renewal period in months** dropdown where you can select the frequency of renewal. Once a staff member initially acknowledges a document, they will be automatically prompted to reacknowledge the document based on the timeframe selected from their initial acknowledgement date.  **![](https://university.guardhousehq.com/hubfs/Knowledge%20Base%20Import/purHhYRjiaRzfLtMKI0cqpY9TQZ2IwuQSg.png)** - [Dashboard](https://university.guardhousehq.com/dashboard?hsLang=en) - [Schedule](https://university.guardhousehq.com/schedule?hsLang=en) - [Timesheets](https://university.guardhousehq.com/timesheets?hsLang=en#main-content) - [Timesheets v1](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v1) - [Timesheets v2](https://university.guardhousehq.com/timesheets?hsLang=en#timesheets-v2) - [Paysheets](https://university.guardhousehq.com/paysheets?hsLang=en#main-content) - [Payroll Extracts](https://university.guardhousehq.com/paysheets?hsLang=en#payroll-extracts) - [allowance/s](https://university.guardhousehq.com/paysheets?hsLang=en#allowance-s) - [Invoicing](https://university.guardhousehq.com/invoicing?hsLang=en#main-content) - [New Zealand](https://university.guardhousehq.com/invoicing?hsLang=en#new-zealand) - [Reports](https://university.guardhousehq.com/reports?hsLang=en#main-content) - [Staff Reports](https://university.guardhousehq.com/reports?hsLang=en#staff-reports) - [Incidents](https://university.guardhousehq.com/incidents?hsLang=en) - [Company Settings](https://university.guardhousehq.com/company-settings?hsLang=en#main-content) - [Timeclock](https://university.guardhousehq.com/company-settings?hsLang=en#timeclock) - [Onboarding](https://university.guardhousehq.com/company-settings?hsLang=en#onboarding) - [Integrations](https://university.guardhousehq.com/company-settings?hsLang=en#integrations) - [Payroll](https://university.guardhousehq.com/payroll?hsLang=en#main-content) - [Allowances & Deductions](https://university.guardhousehq.com/payroll?hsLang=en#allowances-deductions) - [Customers](https://university.guardhousehq.com/customers?hsLang=en#main-content) - [Customer Portal](https://university.guardhousehq.com/customers?hsLang=en#customer-portal) - [Sites](https://university.guardhousehq.com/sites?hsLang=en) - [Tours & Patrols](https://university.guardhousehq.com/tours-patrols?hsLang=en) - [Staff](https://university.guardhousehq.com/staff?hsLang=en) - [Subcontractor](https://university.guardhousehq.com/subcontractor?hsLang=en#main-content) - [Subcontactor Sharing](https://university.guardhousehq.com/subcontractor?hsLang=en#subcontactor-sharing) - [Frequently Asked Questions](https://university.guardhousehq.com/frequently-asked-questions?hsLang=en) - [Getting Started](https://university.guardhousehq.com/getting-started?hsLang=en) - [Holidays](https://university.guardhousehq.com/holidays?hsLang=en) - [Documents](https://university.guardhousehq.com/documents?hsLang=en) - [Leave / Unavailability](https://university.guardhousehq.com/leave-unavailability?hsLang=en) - [Guardhouse Support Topics](https://university.guardhousehq.com/guardhouse-support-topics?hsLang=en) - [Invoicing Integrations](https://university.guardhousehq.com/invoicing-integrations?hsLang=en) - [Payroll Integrations](https://university.guardhousehq.com/payroll-integrations?hsLang=en) - [Product Updates](https://university.guardhousehq.com/product-updates?hsLang=en) - [Release Notes](https://university.guardhousehq.com/release-notes?hsLang=en) - [Webinars](https://university.guardhousehq.com/webinars?hsLang=en) - [Xero](https://university.guardhousehq.com/xero?hsLang=en) - [Guides for Guards](https://university.guardhousehq.com/guides-for-guards?hsLang=en) - [API Integration](https://university.guardhousehq.com/api-integration?hsLang=en) - [Integrations](https://university.guardhousehq.com/integrations?hsLang=en) - [Tablet Clock-in/Clock-out](https://university.guardhousehq.com/tablet-clock-in-clock-out?hsLang=en) [![Text\_gradient gold-1-2](https://university.guardhousehq.com/hs-fs/hubfs/Text_gradient%20gold-1-2.png?width=150&height=20&name=Text_gradient%20gold-1-2.png "Text_gradient gold-1-2")](https://guardhousehq.com) [mailto:support@guardhousehq.com](mailto:support@guardhousehq.com) Copyright © 2025, Guardhouse