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Knowledgebase: Settings
Business Documents
Posted by Aleks Mladenovic on 30 April 2013 10:36 AM

Business Documents

This feature allows you to upload and display relevant documents about your business

IMPORTANT - All members can see your documents unless you block a specific member in the 'Blocked Members' section located in settings

 

Document Lists

This section is made up of two areas:

Pending Signature - items in this table are documents that have been uploaded, but a company administrator HAS NOT signed the document.

Documents pending signature will be not displayed on the Exchange until signed.

Signed Documents - items in this table are documents that have been uploaded, and where a company administrator HAS signed the document.

 

Upload a Document

To upload a document, click the ‘browse’ button and find the document that you wish to upload from your computer.  The file name will appear in blue text once it has uploaded

Select the appropriate document name from the list

Select the expiry / renewal date.  This is very important as our traffic light system indicates whether your document is valid or not according to the date you enter here

Grey = No documents uploaded

Red = Document is on day of expiry/renewal or has expired

Amber = Document is within 30 days of expiry

Green = Document is valid

In order for your documents to be visible to other exchange members you must ‘SIGN’ the document.  This is basically a statement to say that you have uploaded the document and are responsible for it

 

Document Signing

In order for your documents to be visible to other exchange members you must ‘SIGN’ the document.  This can only be done by company administrators.

Signing a document is a statement to say that you have uploaded the document and are responsible for it

Enter your name and click ‘sign document’

The document will now appear in the uploaded documents section.

If you decide not to sign the document then it will appear in the pending signature section until you are ready to sign.

It will not be visible to any members until signed


IMPORTANT – All members can see your documents unless you block a specific member in the ‘Blocked Members’ section located in settings

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