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Uploading Required Documents

Document Management

A
Written by Amanda Arena
Updated over 2 months ago
  1. From the home screen, select the company profile.

2. Scroll down to the bottom until you see the 'Required Documents' section then select 'Add Document'

Note: The Principal Contractor sets up what documents they require to be uploaded.

3. Make sure to add a title for the document. The type will be auto selected. You can drag and drop or click to upload a document.

Note: If you have access to more than one company, use the arrow to open the drop down and select the relevant company/companies.

On a mobile device, you will have the option to Take a photo, upload from photo gallery/library, or files.

Enter an expiration date, if applicable

4. Select 'Create Document'

5. Once uploaded, you can view the document under the company profile and upload any other required documents.

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