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Documents & uploads

Upload, replace, download, and update compliance documents.

What it is and why it helps

A document combines a requirement, current file, dates, and notes. Replacing its file creates another stored version rather than overwriting the previous file.

How to use it

  1. Open a company's Documents tab.
  2. Choose Edit Document to upload or update expiration and notes.
  3. Choose a file, review the date, and save.
  4. Use Download to open the current file through a temporary download link.

File rules

Compliance uploads accept PDF, JPG, and PNG up to 10 MB. Choose the intended requirement. A person enters the expiration date; SubCada does not extract or verify policy information.

Uploaded files without expiration dates calculate as current, even for expiration-tracking types. Enter the real date to enable renewal reminders.

Editing and removing

Editing expiration updates the document and current version. Replacement uploads create a new version. Both reset recorded reminder intervals for future follow-up.

Removing a requirement deletes document records; archiving a company preserves them. Do not assume removal immediately erases all stored files. Contact support for erasure requests. The UI downloads the current file rather than providing a full historical-file browser.

Put this into practice

Open this feature