Licenses and Insurances

This is where you will upload your company’s license and insurance information. It contains the following sections:

• Adding a Record
• Using Already Uploaded File
• Editing a Record
• Deleting a Record

Adding a Record

When you’re ready to add your information:

1. Click on the Licenses and Insurances tab
2. Click on Add and the following dialog box will display:

Add record form

3. Here you will add a Description of the license; select the Expiry Date; you can either choose from an already uploaded image file or upload a front and back copy of the item; add your own notes; and select whether this item is Active and will appear on your profile or Inactive and it will not appear on your profile.

When complete, the form will look similar to:

Your completed form will look similar to this

4. Click on Save to save the information, close the dialog, and return to the main screen where the certificate will be added to your list of Licenses and Insurances:

Your new record will be added to your list of licenses and insurances

5. Once you’ve added a record, as you can see, you can Open the uploaded images to view them, see whether the record is Active or Inactive, as well as Edit or Delete it.

Using Already Uploaded File

If you’ve already uploaded a file with your license or certificate information on it, then you can link to that file rather than uploading separate images each time. This is handy for saving storage space on the server, as well as keeping everything in one place.

This follows the exact same procedure as when adding a record, but rather than uploading images, you select to Choose from already uploaded file. The dialog box will then change to show your already uploaded files:

Choosing from files you've already uploaded keeps storage size to a minimum (and makes life easier)

1. Click and select from the already uploaded images for both front and back images.

2. The rest of the dialog is the same as before.

3. When done, click on Save and, as before, the dialog will close, and the record will be added to the grid:

The grid will update and show your new record

Editing a Record

To edit an existing license or insurance record:

1. Identify the record that needs editing.

2. Click on the Edit button, the record will open, and all fields can be edited:

3. When edits are complete, click on Save to commit the changes, close the dialog box, and return to the grid.

Deleting a Record

To delete an existing license or insurance record:

1. Identify the record to be deleted.
2. Click on the Delete button and a confirmation dialog will display:

Delete confirmation will show to add an extra step when deleting important data (we don't want accidents, do we?)

3. Click on Yes to delete the record. The dialog box will close, and the record will have been removed from the grid.