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Setting Required Documents

Document Manager

A
Written by Amanda Arena
Updated over a month ago
  1. Either create a new company if necessary or navigate to an existing company then select the edit pencil on the top right:

2. Scroll to the 'Required Documents' section, click the arrow on the right to expand the list, and select the documents you want to require for upload.

3. Once documents are selected, click 'Edit Company' to save your changes.

4. The 'Required Documents' will display towards the bottom of the company profile:

Select 'View Document' to upload a new document or view one that has already been upload.

5. Whether a document is uploaded in the Document Manager or through the Company Profile under the 'Required Documents' section, it can be viewed in both places. However, all uploads and views are ultimately managed in the Document Manager.

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