---
title: Manage Company Documents
description: Manage all company administrative documents in one place and organize important information, such as certifications and licenses, in one easily accessible digital format, saving time and resources com
---

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# Manage Company Documents

Manage all company administrative 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.

**Watch :** How to Add Document.

<iframe src="https://www.loom.com/embed/207e40884b76425d8b57e4251396df31?sid=b011c7e0-c1c8-4199-8569-3e727a5762f4" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

### To Get Started

- Log in to your account.
- Go to **Settings \> General \> Company.**
- Double-click on the company record for which you want to upload the documents.

### To Upload Company Documents

#### Navigate to the Documents Tab.

![](https://lh7-us.googleusercontent.com/fBYFP5pkalKisXohycsMbzvRI6p4yeJis86DDaUDiOP63Oit0eSJpbJPH6zrHTthWzMfZfhsQjxGG_hL0LpJKGFwPNPC9SUubBu_vJBPbMM8JD1JdwcysEGbFS5BAXEcAZILI0xkdii1-7fqL2omLJU)

- - Click on **Document ➕**
    - Add **Document Name.  
      ![](https://lh7-us.googleusercontent.com/xOVrLuYa06Cm4OmzoZ6wa1RB8fsR3qQGb1ZujGp8w4YTwVBY-babrA-uBjG9_jN0yGHTi_nwom_xS7Q7PYkRpUBmX3lsenoI79xF_l7JSq6Y7Y6NUeADvHbQp2BjZ2FnhH8czn8mL44oQatoDzZc5Vw)**

- - 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 ![](https://helpdesk.uffizio.com/hs-fs/hubfs/Knowledge%20Base%20Import/CpibCNuhHJqmmo2bZgGSgc9mdenf6kV4EqzGx3fu8X1LKUwn3jhPelbIzM_7nRV8ec3S-KRyncrhzPPZfR35Q_D3b37BVSzOlmNLpLz1x3rXFlqDhFUEgyGVcBh10XG2Zy9hVrClqT3quUXeGbYwhdJcJxDHDJrc5awoe1OVxHcynO35_3aMiA3zyF4w.png?width=20&height=17&name=CpibCNuhHJqmmo2bZgGSgc9mdenf6kV4EqzGx3fu8X1LKUwn3jhPelbIzM_7nRV8ec3S-KRyncrhzPPZfR35Q_D3b37BVSzOlmNLpLz1x3rXFlqDhFUEgyGVcBh10XG2Zy9hVrClqT3quUXeGbYwhdJcJxDHDJrc5awoe1OVxHcynO35_3aMiA3zyF4w.png)** button**.**
    - To **Delete** a document, simply click on the delete ![](https://helpdesk.uffizio.com/hs-fs/hubfs/Knowledge%20Base%20Import/2n3dYM5nu-N2GCq9m-FhiudeR5BkD-hOShke6KWsSQNqcYVU0vZ6D-FMA4K8na1FcAbv4CPNx96gUTMgIOKGe-DFXvRXkmu7icEBngX_fgqk0XeVAsgz1O6TEBn3cae7AGErB9pOtB996et8Y5IEFd4lcVuE1MWu1_p4d4PWg3OBotCGhJqaymcMXIdD.png?width=11&height=17&name=2n3dYM5nu-N2GCq9m-FhiudeR5BkD-hOShke6KWsSQNqcYVU0vZ6D-FMA4K8na1FcAbv4CPNx96gUTMgIOKGe-DFXvRXkmu7icEBngX_fgqk0XeVAsgz1O6TEBn3cae7AGErB9pOtB996et8Y5IEFd4lcVuE1MWu1_p4d4PWg3OBotCGhJqaymcMXIdD.png) button.
    - Click on **Save 💾** icon.

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