If you have additional documentation that you would like to include in your registration, or your clients has asked for specific safety or business document, you can add this in the General Documents section.  
Click on Add New and enter the document details

CLICK IMAGE TO EXPAND

CLICK IMAGE TO EXPAND

ADD NEW SAFETY AND GENERAL DOCUMENT

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

  1. Select the General Document Type.
  2. Enter the Document Name.
  3. Select All Linked Clients (These are your clients only - there may only be one).
  4. Click on the upload box to add the supporting Document.
  5. 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.