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Upload vehicle documents on behalf of a user

Learn how to upload Duty of Care vehicle documents on behalf of users.

J
Written by Jack
Updated over 2 months ago

Duty of Care is only available to ExpenseIn Enterprise customers. Please speak to your Account Manager or contact accountmanagement@expensein.com if you would like to discuss the feature or upgrade your account.

To upload vehicle documents on behalf of a user, you'll need to be assigned as a Document Approver in your company's expense policy.

Assign Document Approvers by navigating to Admin > Account Setup > Policies > New Policy or Edit Policy > Duty of Care tab.

If you do not have access to the Admin area, you'll need to speak to an Account Administrator from your company Finance team.

How to upload vehicle documents on behalf of a user

To upload vehicle documents for a user, follow the steps below:

1. Navigate to the Documents area found at the top of the page.

Note: If the Documents area is not available to you and you are not an ExpenseIn Admin, please speak to your company's Finance team to amend the company's policy.

2. Click Upload Document.

3. Select the user the document is for, the document's type and the expiry date. You also have the option to add a note.

4. Click Add Files to browse for the file you'd like to upload. You can add multiple files if the document is saved in more than one file. 

5. Click Submit to upload the document. 

Vehicle Documents can also be submitted via PA Assist. When assisting a user through PA Assist, follow the instructions in our Add your vehicle documents Help Article.

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