There are two ways to upload documents to your account: from the Documents page and from the Reservation Details page. We will go through each option below.
[ Note: If you need to upload an insurance policy, please follow the steps in this article: https://support.facilitron.com/support/solutions/articles/33000237055-how-do-i-upload-my-insurance-certificate- ]
UPLOADING FROM THE DOCUMENTS PAGE
Begin by navigating to your Dashboard. On the left hand menu, select Documents. Then select UPLOAD DOCUMENT.
A pop up window will allow you to:
Choose your File
Enter your Document Name
Select your Document Type from the drop down menu
Enter an Expiration Date
Select the Organization (or District) to apply the document
UPLOADING FROM THE RESERVATION DETAILS PAGE
You may also upload an insurance certificate to a specific reservation in the reservation details page. You can find the reservation on:
- the Dashboard
- the Calendar
- from a link in a Facilitron confirmation email
- or you may search for the reservation by using the reservation ID number:
Once you've found your reservation, click on the Reservation ID to open the Reservation Details Page. Click into Documents and choose "Attach Document" to upload your document.
Note: If the Attach Document button is not showing, click on the word "Documents" to open the drop down.
A pop up window will allow you to:
Browse for your File
Enter your Document Name
Enter an Expiration Date
Select your Document Type from the drop down menu
Select the Organization (or District) to apply the document
Then Upload to complete
