Axis Portal  
 


Help Section
3501 Jamboree Rd., Suite 100
Newport Beach, CA 92660
http://help.axisportal.com/
 
Table of Contents
  • Home
    • CONTROL PANEL
      • Work Order
        • Property Inspection Checklists
        • Dashboard
        • Messages
        • Tenant Requests
        • Preventive Maintenance
        • Visitor Security
        • COI (Certificate of Insurance)
          • Tenant COI
          • Vendor COI
          • Setting Up COI Management
          • Using COI Management
            • Adding a COI
            • COI Details
            • Policies and Compliance Tab
              • General Compliance
              • Policies
              • Documents
                • Adding a Document
                • Editing a Document
                • Deleting a Document
            • Messages Tab
            • History Tab
            • Renewing a COI
            • Deactivating a COI
            • COI and Assigning Work Orders
        • Property Inspections
        • Surveys
        • Search
      • Setup
      • Content Manager
      • My Workspace
      • Document Library
      • Communication
      • Reports
      • Lease Intelligence
    • ANGUS ANYWHERE MOBILE
    • AXIS DOCUMENTS & INFORMATION
    • COMMON QUESTIONS
    • CONTACT US
       
          Help Section          

Adding a Document
 

1.       Click Add Document.

2.       To locate the file you would like to upload, click the browse button (), select the file in the window that appears and click Open.

3.       If you do not want the attachment to be sent with COI expiry notifications, remove the checkmark beside Attach Document to COI Expiry Notifications.

4.       Click Save to add the file.

 

 

Last Updated: April 20, 2011