Users can easily manage all the essential vehicle documents in the software. Users can also set reminders to renew the documents while adding the same.
To get started
- Login 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.
- Click on Document +.
- Add Document Type from the dropdown list.
- Add Document Name.
- Upload the Document image from your system.
- Enter the document Issue Date.
- Enter the document Expiry Date.
- You can download the document image by clicking on the Download
- Add Reminder by clicking on for your documents expiry date so that you can renew the same.
- You can also Delete the Document details by clicking on .
- Click on Save 💾 button.