Step 1
On the left-hand side of your screen, click on the Customer Tab. This will navigate you to view and manage your customers. Once you are viewing the customer module and you see all of your customers, select the customer ID for whom you need to upload the required documents.
Step 2
While viewing the details of your customer, select the Docs & Attachments tab to view the documents that are required by your customer to upload to Ecotrak.
Step 3
You will see a list of the required documents under the "required documents" section. In the screenshot below, you will see that you can download an example of the document that your customer is asking for. To upload the required document, click the blue "upload" button.
4. A window with the document will appear with the following fields to fill:
Document Type - The field will default to what the Customer sets.
Expiration Date - The date this document will expire.
Description
Once you have uploaded the documents, you are all set.