Uploading Company and Branch Certificates
Creation date: 6/10/2021 11:39 am
Updated: 21/8/2026 4:54 pm
Certificates let you share business or Branch documents with employees and track expiry dates.
Before you begin
You must have the Admin: Companies authority to upload Certificates.
Quick steps
- Open the relevant Company or Branch record.
- Open the Certificates tab.
- Select Add New Certificates.
- Complete the form, attach the document and save.
1 Choose the certificate level
For a Company certificate, go to Customer Admin > Organisation > Companies > View. For a Branch certificate, open the relevant Branch instead.
2 Upload the Certificate
Open Certificates, select Add New Certificates, complete the required fields and upload the file.
3 Maintain and share Certificates
Certificates can be viewed, downloaded or deleted. Employees can access available certificates from the Certificates menu and from Documents in the Engage app.
Expiry reminders: Where an expiry date is recorded, the company administrator receives a notification four weeks before expiry.
Need help? Contact support@engagesolutions.co.nz.
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