Agent Portal Dashboard – Documents Tile

This tile will show you all the Documents that are related to the Agent and this screen will allow the agent to do the following.

  • You can select the date range from the calendar to view documents accordingly.
  • You can select three dots to view the documents screen.
  • You can search the document by Name.
  • You can apply Dates (Upload Date From and Upload Date Till)
  • You can add a new document by selecting the plus icon.
  • You can upload a new document by selecting upload a new file and submit.
  • You can download the document from the download icon.

 

If you have any queries, please do not hesitate to contact us on 1300 85 05 85 or email us on support@rtosoftware.com.au