Manage Vehicle Documents

Users have the capability to effectively manage all essential vehicle documents within the software. Additionally, they can conveniently set reminders for document renewals during the upload process.

To Get Started

  • Log in to your account.
  • Go to Settings > General > Object.
  • Double-click on the object record for which you want to upload Vehicle Documents.

To Upload Vehicle Documents

  • Navigate to the Documents Tab.
    Manage Vehicle Documents tab-1
    • Click on Document +.
    • Select the appropriate Document Type for the document you intend to upload from the dropdown list.
    • Enter Document Name.
      Manage Vehicle Documents required details 1
    • Upload the Document from your system.
      Manage Vehicle Documents required details 2
    • Choose the appropriate Issue Date by utilizing the date picker provided.
    • Choose the Expiry Date using the date picker provided.
      Manage Vehicle Documents required details 3
    • You can download the document by clicking on the Download Manage Vehicle Documents btn download-1 icon.
    • To set a reminder for your document's expiry date, simply click on the Add Reminder Manage Vehicle Documents btn reminder icon, which will help you ensure timely renewal.
    • You can also Delete the document by clicking on the Manage Vehicle Documents btn delete icon.
    • Click on the Save 💾 button.