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Uploading a certificate adds the document to a unit’s compliance record so its certificate link and status stay current. Use this article to add a certificate or other compliance document from a unit’s panel.
Uploading compliance documents is available to the consultant role.

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Open the unit’s panel

Open Compliance, find the unit in the table, and select its name to open the compliance panel on the right.

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Upload the certificate

You can add the document from two places in the panel:
1

From the Certificate field

If no certificate is on file, the Certificate field shows an Upload Certificate link. Select it to start the upload.
2

From Compliance Documents

Scroll to the Compliance Documents section and use its uploader to add a document at any time, even when a certificate already exists.
3

Add the file

Drag in or choose a PDF file (up to 5 MB). The Upload Document window opens with a preview of the file.
4

Choose the document type

For each page, pick its type from the What type of document is this page? dropdown — for a certificate, choose Certificate. (Other types include Invoice, Ticket, Proposal, Supporting Data, Violation, and Inspection Report.)
5

Fill in the details and finish

Complete the form for that page. For a certificate, enter the Property, Car, Jurisdiction, Date Issued, and Expiration Date — all are required. Work through any remaining pages, then save. A success message lists the documents that were added, and the unit’s certificate and documents refresh.
Only PDF files are accepted, with a size limit of 5 MB per file.

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Check the result

After uploading, the Certificate field switches to a Download link, and the new file appears in the Compliance Documents table with its type and date issued. See Manage affidavits and compliance documents.