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.
Note: You must be selected as a document approver in a Policy to access the Documents area. Please speak to an Account Administrator from your company if you need to be made a document approver.
How to download a summary of all vehicle documents
You can download a CSV file of the vehicle document information found in the Documents area by following the steps below:
1. Go to the Documents area.
2. Click the download icon found next to the Actions button.
3. Your CSV file will automatically start to download to your default download directory.
4. Open your CSV file in your spreadsheet program to view the information.
How to download an individual user's vehicle documents
1. Go to the Documents area.
2. Locate the document you want to view. You can use the filters available to refine the list of documents.
3. Click the three dots icon next to the document and select Review from the drop-down.
4. On the pop-up screen, click the link(s) to view the uploaded document(s) for the user.
5. Click the Download button found at the right-hand side of the page.
6. The document will automatically start to download to your default download directory.
