Updating Expired Documents Manually and by the Contractor.
As the document is getting ready to expire, the business owner has two options to get an updated copy in the software.
1. The Contractor receives the email and uploads a new document through their portal. In doing so, you have a new “Verification Pending” step to go through and approve.
2. In the “Verification Confirmation” page, the business owner has the option to view the “Old Document” and the “New Document” to compare if they need to.
3. Completing the verification removes the document from the “Expiration Listing” column as well as the “Pending Verification” column.
4. In the documents page, all the updated expiration information is corrected, and the “old document” is replaced by the “updated document”. You are still able to pull this historical document as needed.
If the business owner is provided the expired document and they just want to upload it themselves, they can. Please note, the business owner is ONLY given the option to manually update the expired document once the document expired.
1. Clicking the “Red” document icon will prompt the business owner the option to manually replace the expired document
