How to Add a Document to a Company via Company Portal
Overview
In the Company Portal, adding documents to a company allows organisations to securely store and manage important files related to a company's training and compliance needs. This could include training agreements, employee enrolment forms, or other corporate documents. By uploading these documents directly to the company profile, organisations can ensure that all relevant materials are easily accessible and linked to the appropriate company records.
The document management feature streamlines administrative tasks, making it easier to track and retrieve files as required for audits, reporting, or communication. This centralised storage helps maintain organisation and ensures compliance with regulatory standards, as all documents are kept in one secure location. Organisations can quickly access the documents they need, reducing time spent searching across different systems and improving operational efficiency.
Step Tutorial
1. From the Dashboard, go to the Details tab, then to Documents, and click the New button.
2. Fill in the following fields:
- Description – A brief overview or summary of the document being uploaded. This helps provide context and ensures the document is easily identifiable.
- File – The actual document being uploaded. This can be in various formats such as PDF, Word, or Excel.
Once done, click the Save button.
3. A prompt confirming the successful addition of the file will appear. Click OK to close it.
4. You should now see the recently added file in the list.
These are the steps on how to add a document to a company via company portal.
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.