Upload an expense policy document

You can upload a PDF expense policy document to your workspace overview page so all workspace members can access your company’s expense guidelines. Workspace Admins can upload, replace, and remove the document, while members can view and download it.

Who can upload an expense policy document

• You must be a Workspace Admin to upload, replace, or remove the document.
• Any workspace member can view and download an uploaded document.
• This feature requires the Control plan.

How to upload an expense policy document

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Click your workspace name.
3. In the Expense policy section, click Choose file.
4. Select a PDF file from your device.

The document appears as a thumbnail preview in the Policy document area.

Note: Only PDF files are accepted. Password-protected and corrupted PDF files cannot be uploaded.

How to view an expense policy document

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Click your workspace name.
3. In the Expense policy section, click the document thumbnail to open a full-screen PDF viewer.

From the viewer, you can download the document.

How to replace or remove an expense policy document

1. In the navigation tabs (on the left on web, and at the bottom on mobile), click Workspaces.
2. Click your workspace name.
3. In the Expense policy section, select the three dots (⋮) on the document thumbnail.
4. Select an option:
   • Replace - Upload a different PDF to replace the current document.
   • Remove - Delete the document from the workspace.

FAQ

Why can’t I upload my PDF?

Your PDF may be password-protected or corrupted. Remove the password protection and try again, or use a different file.

Why don’t I see the Expense policy section?

The Expense policy section is only visible when the feature is enabled for your workspace. If you don’t see it, contact your Workspace Admin.

Can members edit the expense policy document?

No. Only Workspace Admins can upload, replace, or remove the document. Members can view and download it.