Managing Company Documents in CRMTray

In CRMTray, you can manage various company documents, such as insurance documentation, business registration details, and other compliance-related paperwork. These documents help ensure your company stays compliant with regulations and keeps important files organised.

How to Add a Company Document:

1. Log in to CRMTray as an Administrator or System Administrator.
2. Navigate to CRMTray > Companies.
3. Select the desired Company.
4. Go to the Documents tab.
5. Click the Add Document button.
6. Complete the required fields for the document.
7. Upload the file associated with the document.
8. Click Save to store the document.

How to Add a Document Type for Company Documents:

1. Log in to CRMTray as an Administrator or System Administrator.
2. Navigate to Settings > Document Settings > Document Types.
3. Ensure CRMTray is selected under the Associated with field.
4. Click the New button to create a new document type.
5. Fill in the mandatory fields for the document type.
6. Click Save to add the new document type.

Documentation for Equipment Management:

You can also manage equipment documentation within CRMTray. Below are the key fields for creating and managing equipment-related documents:

• Name: The document type name (e.g., Motor Vehicle Insurance).
• Description: A description of the document type.
• Associated with: Equipment documents must be associated with an asset.
• Does it expire?: Check this box if the equipment document has an expiration date and needs to be renewed or updated.
• Expiry default period: Set the default expiration period for the document.
• Override default period: If selected, you can override the default expiration period by entering a custom expiry date when adding the document to the equipment.
• Expiry reminder days: Define the number of days before the document expires when alerts are triggered:
  • Home Page Alert: The person's team leader (Workgroup Editors and Administrators) will see the alert on their home page.
  • Email Alerts: Email notifications will be sent according to the notification options you select.
• Notify person: Check this box to send email notifications to the person holding the compliance document about its expiration.
• Notify supervisor: Check this box to send email notifications to the supervisor (Workgroup Editor and Administrators) about the expiring or expired document.
• Compliance: Check this box to mark the document type as a Compliance. These document types will appear in the pick list when adding compliances to roles.