The first thing to keep in mind is that you can only upload documents to multiple primary companies if the documents are common to these companies. For example, Social Security and Tax Agency documents, insurance policies, employee documentation... as long as they are requested by both companies.
To upload documentation to different primary companies, the first step is to be registered on the unified access panel and link the Metacontratas accounts you have for each of these companies.
We explain the steps to register on the unified access panel and link your accounts in this article: Registration in the Unified Access Panel and User Linking
Once your accounts are linked, you need to follow these steps by accessing one of your accounts:
Go to Settings > Users > Associated Accounts > "Linked Document Types" > select the client to link in the dropdown menu.
On this screen, you will see two columns: the left column lists all the document types for the client you are currently logged into, and the right column lists all the document types that would be common with the client to link. This list can be modified; however, Metacontratas automatically links the common document types between both clients. In principle, you don't need to do anything else—just click on the "Apply changes" icon to complete the process.
You can now upload common documents for the linked accounts and document types!
When uploading a new document, you will see in the upload window that for documents common to more than one client, you will have the option to upload it to all clients with linked accounts. You can select the clients to which you want to upload the document.
