Add a company document

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. In the company profile, click the Documents tab.

  5. Click Add documents on the upper-right of the page. The Documents tab with the "Add documents" button visible.

  6. Select the document you want to upload.

  7. Enter the document details:

    • Document name

    • Document type

    • Issue date

    • Expiration date

  8. Click Save and close.

You can add up to 100 MB of JPEG/JPG, PNG, PDF, and DOCX files as company documents.

View a company document

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. In the company profile, click the Documents tab.

  5. Select the document you want to view. User navigates from the Contractors page to the Documents tab to view the list of documents available for the company.

In the Documents tab of a company profile, you can filter documents by type, validity, and approval status to focus on what needs attention.

Edit a company document's details

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. In the company profile, click the Documents tab.

  5. Select the document you want to edit.

  6. Click Edit on the upper-right of the page.

  7. Update the document details, then click Save and close.

Click "Edit" on the upper-right corner of the page and edit the document details accordingly.

Download a company document

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. In the company profile, click the Documents tab.

  5. Click next to the document you want to download and select Download.

Documents tab showing the Download option for a document.

Archive a company document

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. In the company profile, click the Documents tab.

  5. Click next to the document you want to archive and select Archive. The Documents tab with a document's "Archive" button visible.

Restore an archived company document

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. In the company profile, click the Documents tab.

  5. Click Show archived on the upper-left of the page.

  6. Click next to the document you want to restore and select Restore.

The document row's action menu open, showing the option to restore an archived file.