The new Company Documents Upload section in WIZniche provides a secure, convenient way for users to upload and manage key documents that their clients may need to reference. This feature allows you to store up to three important documents in supported formats and control their visibility on the client hub with a simple toggle.
Navigating to the Company Documents Upload Section
To find the Company Documents Upload section, follow these steps:
Go to the Sidebar on the left side of your screen.
Click on Settings.
Under Company Settings, select Company Documents.
What You Can Do with the Company Documents Upload Section
This feature enables you to upload, view, and manage important business documents that can be displayed to clients on demand. The initial release supports the upload of three specific document types:
General Liability Insurance
Workers’ Compensation Insurance
Auto Insurance
You can upload documents in each of these categories, delete them if necessary, and easily toggle their visibility on the client hub. When a document is visible, clients will be able to preview it, making essential information readily accessible.
Getting Started: Uploading Documents
By default, no documents are uploaded when you first access the Company Documents section. To begin adding documents, simply click on the upload area for any document category, and a dialog box will guide you through the process:
Select the Document: Click the upload button and choose your file from the device.
Managing Documents
Each document entry allows you to:
Preview the Document: Clicking on the document name opens a preview, so you can quickly verify the content.
Delete the Document: If you need to remove a document, simply select the delete option, and the document will be permanently removed from the section.
Toggle Visibility: If a document is not meant to be client-facing, you can turn off the toggle, which will hide it from the client hub.
Conclusion
The Company Documents Upload section in WIZniche is designed to streamline document management and improve client interactions by making key documents accessible in a controlled manner. By securely storing important documents and providing visibility toggles, this feature enhances transparency with clients while keeping sensitive information organized and easy to manage.