Manage vehicle documents

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About Manage vehicle documents

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Manage vehicle documents

Users can easily manage all the essential vehicle documents in the software. Users can also set reminders to renew the documents while adding the same.

To get started

  • Login to your account
  • Go to  Settings > General > Object
  • Double-click on the object record for which you want to upload Vehicle Documents.

To upload vehicle documents

  • Navigate to the Documents Tab.

    Manage Vehicle Documents tab-1

    • Click on Document +.
    • Add Document Type from the dropdown list.
    • Add Document Name.

      Manage Vehicle Documents required details 1

    • Upload the Document image from your system.

      Manage Vehicle Documents required details 2

    • Enter the document Issue Date.
    • Enter the document Expiry Date.

      Manage Vehicle Documents required details 3

    • You can download the document image by clicking on the Download Manage Vehicle Documents btn download-1
    • Add Reminder by clicking on Manage Vehicle Documents btn reminder for your documents expiry date so that you can renew the same.
    • You can also Delete the Document details by clicking on Manage Vehicle Documents btn delete.
  • Click on Save 💾 button.