The Documents page keeps the compliance documents you upload, so you can upload a document once and reuse it for any client instead of uploading it again.
Where to find it
In the left navigation, under Manage, click Documents. The page lists every document you have saved, with its name, type, account number, attachment and the date you uploaded it. Use Search to find a document by name.
Save a document
Click Upload new document.
Enter a Document name. Each name must be different from your other saved documents.
Choose a Type: Certificate of Insurance, Workers Compensation or Custom Document.
For Workers Compensation, you can enter your Worker's compensation number. For a Custom Document, you can enter an Account number.
Upload the file. Files must be .jpg, .png or .pdf and smaller than 25MB. A Certificate of Insurance needs a file. For the other types, you can enter the number, upload a file, or both.
Click Save.
Saving a document here does not send it to any client. A client only receives it when you choose it for one of their compliance requirements.
Reuse a saved document
Open the compliance requirement you want to complete.
Under Upload existing, click Search from documents hub.
Choose the saved document.
Upload existing only appears when you have saved at least one document of the type the requirement asks for, and it only lists documents of that type.
You can also choose a saved document when updating your General compliance documents on the Compliance page. That section only controls the Verified badge on your listing and is not shared with any company. See Managing your compliance.
Delete a document
Click the trash icon next to the document.
Click Delete to confirm.
Deleting a document removes it from your Documents page so you can no longer reuse it. It does not remove it from past compliance tasks or property clearance tasks you already submitted it to.