Manage Admin Documents

Manage all administrative documents in one place and organize important information such as certifications and licenses. This ensures that all documents are easily accessible from the platform itself. When compared to manual record-keeping, having all documents in digital format can help save time and resources.

To Get Started

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

To Upload Admin 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 image from your system.
  • You can download the document image by clicking on the Download  button.
  • You can Delete the document details by clicking on the button.
  • Click on Save 💾 button.