How to Add Documents on Company's Documents Tab

Overview

The Company Document Upload module enables administrators to securely upload, manage, and store company-related documents within individual company profiles. This feature offers benefits such as improved company data management, enhanced document organisation, and greater accessibility.

NOTE: This is available for both the Starter and Maximise packages in the SMS.

Step Tutorial

1. From the Dashboard, navigate to Companies, select a company from the drop-down menu, then go to Documents tab, and click the New button.

2. Enter the following information:

1. Description – Add the document’s description.
2. File – Add the document itself.
   

Once done, click on the Save button. The recently added file(s) will now be visible in the documents list.

3. A prompt on successful addition of document will pop. Click on the OK button to close.

NOTE: If you need to make changes to the uploaded file, you can do so by clicking the Edit button under the Actions column. The same applies for deleting.

These are the steps for uploading documents to the SMS via the Company’s Documents tab.

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 us via email at support@eskilled.com.au.

• Related Articles

• How to Add Documents on Student's Documents Tab

  Overview The Student Document upload module enables administrators to securely upload, manage, and store student-related documents within individual student profiles. This offers various benefits such as enhancing student data management and improved ...

• How to View and Email Company Invoices? (Maximise)

  Overview This tutorial will introduce the function to view and send Company Credit Invoices via email within the Student Management System (SMS). Once these credit invoices are paid for by the company, they can be used to pay for student enrolments, ...

• How to Add Company Credit Invoice? (Maximise)

  Overview This tutorial will introduce the function to create credit invoices for companies within the Student Management System (SMS), users can now effortlessly manage payments and enrolments. Once these credit invoices are paid, they can be used to ...

• How to Pay for Student Invoice using Company Credit (Maximise)

  Overview This tutorial will introduce the function to pay for Student Invoices using Company Credit within the Student Management System (SMS). By leveraging Company Credit Invoices, companies can ensure a seamless and efficient enrolment process, ...

• How to Pay for Company Credit Invoice? (Maximise)

  Overview This tutorial will introduce the function to pay for company credit invoices within the Student Management System (SMS). Once these credit invoices are paid for by the company, they can be used to pay for student enrolments, ensuring a ...