Company Profile: Manage Tester Documents

Mar 31

To manage a tester’s documents, you must first access their account using the Proxy Tester option.

Once proxying, you can add or update documents such as backflow testing certificates or fire line certifications on their behalf.

Add a Document

Step 1 — Open the Testers Page

Navigate to the Testers section within your company profile.

Step 2 — Start Proxy Access

Click the Proxy Tester button next to the tester’s name.

You are now operating within that tester’s account.

Step 3 — Open Documents

Click the menu button in the top-left corner.

Select Documents from the side menu.

This section displays all documents associated with the tester.

Step 4 — Click + Document

Click the + Document button.

Step 5 — Select Document Type

Choose Uploading New Type of Document.

Use this option when adding a document that does not already exist on the tester’s account.

Step 6 — Upload Document

Select the document type.

Upload the document file and click Upload Document to save.

Step 1 — Open Documents

While proxying the tester, navigate to the Documents section.

Step 2 — Click + Document

Step 3 — Select Existing Document

Choose Uploading New Version of a Document.

Use this option to replace an existing document on the tester’s account.

Step 4 — Upload Updated File

Select the document type.

Upload the updated file and click Upload Document to save.

Uploading a new version will automatically send an extension request to all associated purveyors for that document.