Vault provides the ability to store files relating to a Contractor Company in the Company Register, e.g. a scanned copy of a signed formal contract.
The following video procedure shows how to do this. You will learn how to:
- Initiate editing a Contractor Company record
- Add a file
- Delete a file
- Ensure you've learned the fundamentals of using Vault via our 'Vault Essentials' guide (click here).
- You must have already added the Contractor Company to the Company Register - click here to learn how.