Company Documents can be utilised for a company's insurance documentation, business registration details, as well as other compliances.
To add a Company Document
- Login as Administrator or System Administrator
- Navigate to CRMTray > Companies
- Select Company
- Navigate to Documents tab
- Click 'Add Document' button
- Complete fields
- Upload file
- Click 'Save' button
To add a Document Type for Company Documents
- Login as Administrator or System Administrator
- Navigate to Settings > Document Settings > Document Types
- At 'Associated with' ensure CRMTray is selected
- Click 'New' button
- Complete mandatory fields
- Click 'Save' button
Documentation for equipment can be managed within CRMTray.
Name: The Document Type name (e.g. Motor Vehicle Insurance)
Description: Description of the Document Type.
Associated with: Equipment Documents must be associated with Asset.
Does it expire? Select the checkbox if the Equipment Document expires and must be renewed or updated.
Expiry default period: This is the default expiry period.
Override default period: If you select this option, when you add a document to the equipment, you will have the option of overriding the default expiry period by entering an expiry date.
Expiry reminder days: This is the number of days prior to the expiry of the document that:
- An alert is added to home page of the person’s Team Leader (Workgroup Editors and Administrators).
- Email alert notifications are sent (according to the notification options selected below).
Notify person: Check this box if you would like the person holding the compliance to be notified of the expiring or expired document by email.
Notify supervisor: Check this box if you would like the supervisor (Workgroup Editor and Administrators) to be notified of the expiring or expired document by email.
Compliance: Check this box to set the Document Type as a Compliance. Compliance Document Types appear in the pick list when adding Compliances to Roles.