Storing Documents in the Company Portal (Starter)

OVERVIEW

In this tutorial, we will show users how to store any third party-related documents in the Company Portal. This feature allows both your organisation and your Companies to have a centralized repository of all documents relevant to your business.

Navigation Instruction:

Perform the actions in our interactive tutorial below or use the buttons on the left portion to change to scroll, slideshow or watch view.

1. In the SMS, go to Companies .

2. Select the Company from the list of Companies.

3. Navigate through the Documents tab.

4. Click New. 

Refer to the image below for Steps 1-4

5. Enter a short Description for your document. 

6. Click Save.

Refer to the image below for Steps  5-6

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