Vendor Portal: Managing Your Company Profile and Documents

This guide covers how to update your profile, manage existing files, and upload new documents.

 

 

Accessing and Updating Your Company Profile

To view or modify your business details:

• Select My Company Profile from the main menu and click Edit Info.

• View Information: You can access details such as your Business Name, License Number, Business Address, and Contact Details.
• Edit Fields: Click directly into any field you wish to modify and enter the new information.

• Save Changes: Click Save Changes to apply your updates.

Managing Company Documents

Use the Company Documents tab in the left sidebar to manage your company's files:

Export CSV: Click this option to export a CSV file containing a list of all your currently uploaded documents.

Actions Menu: Locate a specific document and use the Actions menu to View, Download, or Delete it.

Uploading New Documents

• Click the Add a Document button.

• Select Document Type (options may vary by community).
  • Enter a Document Name and the Expiration Date.
• Select Your File:
  • Drag and Drop: Move the file directly into the upload area.
  • Browse: Click Browse Files, select the document from your device, and click Open.
• Complete the upload by clicking Upload. Your file will immediately appear in the company’s document list.

 

Additional Management Options

From the left sidebar, you can also manage your company’s Vehicles and Employees. For detailed instructions on these topics, please refer to the following articles in the Vendor Portal Directions:

• How to Add Company Vehicles
• How to Add an Employee

 

Need more help?

If you have questions or need further assistance, Symliv Support is available daily from 9:00 a.m. to 9:30 p.m. ET via chat, email, or phone.