Upload documents on behalf of a contracting company

A contracting company has given me a document to upload on their behalf. How do I do this?

Step 1. Log in as an administrator as per normal

Step 2. Click on the purple ‘Add Ons’ tab up the top

Step 3. Select ‘Contractor Manager’ from the drop-down list

Step 4. Search for the company’s name within the ‘Company Name’ field

Step 5. Click on the circle that shows a number, then click on the company name

Step 6. This will open up the ‘Company Details’ page. From here, scroll to the bottom and select the ‘Documents’ tab

Step 7. To the right-hand side of the box that has just opened below, you should see two buttons: ‘Upload Insurances’ and ‘Send A Request’

Step 8. Press the correct one (note that ‘Send A Request’ is for all document types that are not mandatory insurances), then tick the document type(s) you wish to upload and untick ‘Send Notification’ at the bottom of the pop-up. Then press ‘Send’

Step 9. This will have created a new document type with the status ‘Pending’. Click on this document type and click ‘upload’ to upload the document