Permissions Required!
This section does require specific permissions, which are detailed here: User Roles and Permissions
The documents section allows you to view, download, and add any relevant documentation for your organisation. There are 3 main sections within the documents area. Insurance, Call off & Certificate.
You can download any documents by clicking:
You can remove any documents by clicking:
You can add any documents by clicking:
Insurance
This section should be used to upload relevant proofs of insurance your organisation holds. To upload a document:
- Click the Add New button
- Enter the Valid From and the Valid To dates
- Enter the total value of the insurance cover
- Either Upload the file from your computer or drag the file into the upload area
- Click Save or Cancel
Call Off
This section allows you to upload and manage call-offs for your organisation. To upload a document:
- Expand the Call Off section
- Tap the Add New button
- Enter the Valid From and the Valid to dates
- Either Upload the file from your computer or drag the file into the upload area
- Tap Save or Cancel
Certificate
This section allows you to upload and manage certificates for your organisation. To upload a document:
- Expand the Certificate section
- Tap the Add New button
- Enter the Valid From and the Valid to dates
- Either Upload the file from your computer or drag the file into the upload area
- Tap Save or Cancel
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