You can add a document from the Dashboard OR the Document manager by clicking the "+" button as shown below :


On the Add document page, you can enter the following information:

  • Name* - an easy to recognise name for your document
  • Reference - if you have a document identity, such as an insurance policy number, enter it here
  • Tag(s) - select from the available document tags
  • Valid from* - select a date that the document is valid from
  • Expiry* - if the document expires on a specific date, enter here, otherwise select the "Not applicable" check-box
  • Description - if you want to enter a more detailed description or notes for your document, enter it here
  • File - if you upload a file it will show here, however you can still create a document container as a placeholder without adding a file. You can come back to the document container at any time to add a file.

Fields marked with * are required information.

The Document owner field is not editable.







For all further enquiries please submit a support ticket