Table of Contents
Manage all administrative documents in one place and organise important information such as certifications and licences. This ensures that all documents are easily accessible from the platform itself. When compared to manual record-keeping, having all documents in digital format can help save time and resources.
To get started #
- Login to your account.
- Go to Settings > General > Admin
- Double-click on the admin record for which you want to upload the Documents.
To upload admin documents #
Navigate to the Documents Tab. #
- Click on Document ➕.
- Add Document Name.
- Enter the document Issue Date.
- Enter the document Expiry Date.
- Upload the Document image from your system.
- You can download the document image by clicking on the Download.
- You can Delete the Document details by clicking on
. - Click on the Save 💾 button.
