CLICK IMAGE TO EXPAND

CLICK IMAGE TO EXPAND

ADD NEW LICENCE, CERTIFICATE, PERMIT

Click on the ADD NEW blue button on the right of the table.

  1. Select whether the document is a Company Level document e.g. covering your entire company or an Individual Level document e.g. covering an individual such as a driving licence.
  2. Select the Category.
  3. Enter the type of documents EG: Drivers Licence, Forklift.
  4. Enter the provider details.
  5. Enter the document number.
  6. Enter the name of the document holder.
  7. For a company level document, you can enter your company name.
  8. Type in the Expiry Date.
  9. Select whether you want this document to be visible to all the clients linked to your profile or you can choose to make a document visible only to a selected client.
  10. Click on the upload box to add the supporting Document.
  11. Then click on Save.

WHAT ARE LINKED CLIENTS

Linked client are only YOUR clients and ONLY YOUR CLIENTS.  Some contractors have more than one client using the system and to avoid having to load the same document IE Insurance for each client, you would select All Linked Clients

For Selected clients:
FOR EXAMPLE, if you have a Contractor Declaration or client specific document relating to one client you can select that client from the dropdown and ONLY that client can access that document.  Once you click on Selected Client a pop-up will display the list of your linked clients to choose from.