This article will help guide you through how t upload the documents that your customer requires to be uploaded into Ecotrak.

Step One:

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 your customers, select on the customer ID that you need to upload the required documents for. (See below screenshot for guidance)

Step Two:

While viewing the details of your customer, select the Docs & Attachments tab to navigate to view the documents that are required by your customer to upload into Ecotrak.

Step Three:

You will see a list of the required documents under the "required documents" section. Highlighted by the blue box in the below screenshot, you will see that you can download an example of the document that your customer is asking for. TO upload the required document, click on the blue "upload" button that is highlighted in the red box in the below screenshot. Once you have uploaded the documents, you are all set.