FAQ - How to Use the Document Portal to Submit Equipment List

 Step One: Log-In to the Management Portal.

 CLICK HERE TO GO TO THE MANAGEMENT PORTAL

Use the same email / password combination you use to log-in to the app. 

Step Two: Document Section, Select View & Submit

Step Three: Submit the Document

The submitted document needs to be a clean formatted excel worksheet. Please see the help article - How Should the Equipment List be Formatted? to properly format your equipment list.

1. Enter a description of the document you are loading
2. Choose the file 
3. Submit

The software will alert your Customer Success Specialist that you have submitted a document. Your specialist will review the document and contact you if further information is required.

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