There are two ways to populate documents in a company profile:
Request
When a document is requested, the contact person for that company will receive an email prompting them to upload the requested document.
To send a document request, click the name of the company in your list to navigate to their company profile. Then click the Documents tab and select Request document.
To complete your document request, enter a Name for the document, select the Document Type (these are defined and set using the Settings module of the Companies app), toggle if an expiry date should be entered by the uploader and then enter a Message to the recipient of the request.
Once all fields have been populated, click Send Request to complete your request.
Upload
Alternatively, if you already have the documents on hand and simply need to add them to the company profile, or perhaps received the document through another medium, you can upload the document directly to the company's profile yourself as an administrator.
To upload a document, click the name of the company in your list to navigate to their company profile. Then click the Documents tab and select Upload document.
Fill in the relevant information, including the Name, Document Type and Expiry Date. Then select the document from your device using the upload section and select Upload to complete the process.
