Documents

Upload and track required documents

Keep insurance, identification, registration, and other required files attached to the account before staff need them.

documentsinsuranceregistrationcomplianceupload
Open documents
1

Start with Needed now

Documents collects requirements across your linked marinas. Open Add insurance, Add registration, Add photo ID, or the update action on the matching Needed now card. The request supplies its marina and vessel context.

  1. Step 1Open Documents and choose the required card for the correct marina and vessel.
  2. Step 2For an extra file without a request, choose Add a document, then select what you are adding, the marina, and the boat when requested.
  3. Step 3Choose Take a photo or Choose a file. Include the back or a second page when the guided steps request it.
  4. Step 4Read the preview and choose Looks good only when every line is readable; otherwise choose Retake. Confirm the details, expiration date if needed, and Send to the named marina.
2

Check the result and Your documents

Wait for the upload result. A successful upload may still need marina review. Waiting on the marina lists items In review; Your documents groups saved files by marina and provides Download and Update actions.

  1. Step 1Read the result before leaving. If asked for an expiration date, enter it exactly as printed and choose Save date.
  2. Step 2Use Upload a newer copy or Update when a document is expired, unreadable, or does not cover the stay.
  3. Step 3Do not treat In review as approval. Follow the current result and any marina request before arrival.
  4. Step 4If the page says a marina could not be reached, retry before assuming the requirements list is complete.
3

Upload before the arrival window

Documents often gate check-in, contract completion, or marina access. Uploading before arrival gives staff time to review without delaying dockside operations.