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

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.