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How do I upload a company's documents?

Open the company, go to the Documents tab, click Upload Document, choose the file and click Upload.

Before you start​

  • The company must already be added. See How do I add a company?
  • Have the file saved as a PDF, JPEG/JPG or PNG, no bigger than 12 MB.

Steps​

  1. In the left-hand menu, under Platform, click Companies.
  2. Click the company's row to open its details.
  3. Click the Documents tab.
  4. Click Upload Document. A panel opens on the right.
  5. Choose a Document Type, for example "Public Liability Insurance" (optional). If it's not in the list, click Add new type.
  6. Click Pick a date to set the Expiry Date (optional).
  7. In File*, click the box and choose the file.
  8. Click Upload. You see Document uploaded successfully.

The Upload Document panel for a company

Good to know​

  • Documents are grouped by type. Documents with no type appear under Uncategorised.
  • Each document shows when it was Uploaded, when it Expires (if set), and an Active or Expired label. See What does an expired document mean?
  • Click the download icon next to a document to save a copy.
  • The tab shows 10 documents at a time. Use the arrow buttons at the bottom to see more.

If something goes wrong​

  • Please choose a file to upload: choose a file in the File* box before you click Upload.
  • Allowed file types: .jpeg, .jpg, .png, .pdf: save the file as a PDF or an image, then try again.
  • File must be 12 MB or smaller: make the file smaller, for example by scanning at a lower quality.