Uploading A Contract Document
If your client has asked you to upload a document for a contract on oboloo, you would have received a request via email. This email contains details on the documentation they need and your access credentials to the oboloo portal. Follow these steps to upload your document:
Email Details:
- Document Name: The name or type of document your client has requested.
- Contract Title: The name of the contract related to the document.
- Reference: A unique code needed to access the oboloo portal. You'll need this code when you click the 'Upload Contract Document' button.
- Description: The description your client provided for the requested document.
- Upload Contract Document button: Clicking this button will take you to the oboloo portal for document upload.
Accessing oboloo's Document Portal:
- Click the 'Upload Contract Document' button in the email invitation.
- Enter the 'Reference' code from the email into the 'Reference' field on the portal page.
- Click the 'Log In' button to access the document upload page.
Uploading A Contract Document:
- After logging into the document portal, click the 'Choose File' button to select your document from your local device.
- Add a document title and an expiry date for your document.
- Click the 'Upload' button to send the document to your client.
TIP: If your document does not have an expiry date, choose a date several years in the future.