Add a document to the dossier
These steps show you how to add a document to a location’s dossier. The dossier holds all the relevant items together: visit reports, action plans, risk inventories, and manually uploaded files. For the Admin or Office role.
Before you start
Section titled “Before you start”- A location.
- The document as a file.
- The Admin or Office role.
- Open the location, go to the Dossier tab, and choose the upload action. The Upload dossier item window opens.
- Enter a Title and choose the Type.
- At File, choose the document. Optionally fill in Issue date and Expiry date, and set the Visibility: Internal or Customer.
- Choose Save.
Result
Section titled “Result”The document appears on the location’s Dossier tab. Items with Customer visibility are also visible and downloadable in the customer portal.