Manage Dealer Documents

Manage Dealer Documents

Manage all Dealer Manufactureristrative documents in one place and organize important information, such as certifications and licenses, in one easily accessible digital format, saving time and resources compared to manual record-keeping.

To Get Started

• Log in to your account.
• Go to Settings > General > Dealer.
• Double-click on the Dealer record for which you want to upload the documents.

To Upload Dealer Documents

Navigate to the Documents Tab.

• Click on Document ➕
• Add Document Name.
  

• Enter the document Issue Date.
• Enter the document Expiry Date.
• Upload the Document from the system by clicking on No file chosen.
• To download the document, click on Download button.
• To Delete a document, simply click on the delete button.
• Click on Save 💾 icon.