Action Item: How to Upload a Document to an Entity Record

Should you wish to add a document relating to a specific vendor, you can do so using this "Document Upload" function.

Examples of types of documents which may be uploaded are a vendor's BEE certificate, a Letter of Good Standing, a Tax Compliance Certificate, etc

Select File  for the document you wish to upload from your computer.

Complete the relevant fields:

• Title - this is the name of the document to be uploaded. E.g. Tax Compliance Certificate".
• Expiration Date - this is the expiration date of the specific document being uploaded. 
  (Note: eftsure system notification emails will be sent to you prior to the expiration date which you have set as a prompt to replace or request a latest version of the document from the supplier.

Note: the uploaded document will be available for download within the Entity record and from the Documents Library in the "Documents" section on the left-hand panel of the portal.

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