How to Upload and Manage Company Documents

Step 1: Uploading a Company Document

• Click the ⚙️ Cog Wheel located in the top-right corner of the black bar.

• From the dropdown menu, select Company Documents.

• Click Add Company Document.

This will open the Company Document Wizard, where you can enter the details for the document.

Fill in Document Details

• Document Name: Enter a clear name (e.g. Insurance Certificate).

• Document Type: Choose from the dropdown list (e.g. Certificate, Policy).

• Expiry Date: Click the calendar icon to select the date.

  • You will receive notifications 28 & 7 days before expiry, on the day of expiry, and again 7 & 28 days after (unless updated).

Document Visibility:

• Private
• Internal
• Public (required to make it visible to external parties)

 Add Files to Your Document

1. Click Add Files to upload your document(s).

2. The number of uploaded files will display in blue next to the button.

Once all fields are complete and files have been added, click Save to upload the document.

Step 2: Removing a Document

You can only remove files after the document has been saved.

1. Click Remove Files.

2. Select the bin icon next to the file you want to delete.

3. Confirm by clicking Yes in the pop-up dialog.

Step 3: Viewing, Editing, or Deleting a Saved Document

Once saved, your document will appear in the Company Documents list.

From here, you can:

• View the document by clicking View

• Edit the document by clicking Edit (this will reopen the wizard for changes)

• Delete the document by clicking Delete

Need help?
Reach out to support@siteconnect.io or call 0800 748 763