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How to assign a file to an existing Company Document Template

This guide is to walk the reader through how to add a document to an already existing Company Document. Documents can be sent out to contractor companies.

    1. Within the Contractor module, using the left-hand navigation panel, click ‘Configuration’. 

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    2. Then click ‘Company Documents’. 

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    3. This will take you to a list of your current company documents. To add a file to an existing company document, click the magnifying glass icon next to the company document you wish to update. 



    4. This will take you to an overview of the company document. Here, you will be able to see any usage of this company document. 

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    5. To assign a file, look under the box labelled ‘Information’. There will be another box labelled ‘Assigned File’. Click the plus symbol in the top right corner of that box. 

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    6. You will now be prompted to upload a file by browsing your computer or by dragging the file into the box. N.b. Only one document can be added per company document.

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    7. The next time this company document is used, the attached file will be sent out as part of the documentation automation process.