Attachments Retention Setting
This shows how a client admin can update the attachments retention setting.
Goal
An alert to remind users to attach photocopies of documents in Section 2 and 3 can appear if the Form I-9 document photocopy retention policy setting is used. The alert will appear if there is no attachment uploaded in Section 2 or 3.
To attach a document, see How to Upload Attachments.
Please note that the user is still able to complete Section 2 or 3 without an attachment if they bypass the alert pop-up.
Setting
- Log in as a client admin.
- Select an employer.
- Scroll down to the Attachments section and choose an Form I-9 document photocopy retention policy. See below for the options.
- Click the Save button (towards the top).
Options
Employer with E-Verify:
Employer without E-Verify:
- No Attachments: Selecting this option will configure the Employer to disable all required attachment alerts when completing the Form I-9. This option is not available for E-Verify employers.
- E-Verify Photo Match: Selecting this option will configure the Employer to display alerts where photocopies are not being retained according to E-Verify photo match retention requirements. This option is only available for E-Verify employers. See Photo Match for the E-Verify guidelines.
- All Attachments: Selecting this option will configure the Employer to display alerts on all records which do not have photocopies retained for all documents recorded on the Form I-9.
- All Attachments as of a date: Selecting this option will configure the Employer to display alerts on all records which do not have photocopies retained for all documents recorded on the Form I-9 as of the designated I-9 completed date.
Attachment Alerts
The attachment alert will appear when Section 2 or 3 is saved but no attachment is uploaded. It will appear when the Save button is clicked and when the user attempts to sign Section 2 or 3.
Attachment Alert for the E-Verify Photo Match option:
Attachment Alert for the All Attachments options: