Home Document Management How to Upload and Organize Company Documents

How to Upload and Organize Company Documents

Last updated on Feb 07, 2026

Your company documents are the foundation for AI-generated responses.

Why Upload Documents?

GovBid AI uses your documents to:

  • Understand your company capabilities
  • Extract relevant information for tender responses
  • Ensure accuracy and consistency
  • Demonstrate past performance and qualifications

Essential Documents to Upload

Company Registration & Legal

  • Company registration certificate
  • ABN/ACN documentation
  • Business licenses
  • Insurance certificates (Public Liability, Professional Indemnity, Workers Compensation)

Capability & Experience

  • Company capability statement
  • Past project case studies
  • Client testimonials and references
  • Awards and certifications

Quality & Compliance

  • ISO certifications
  • Quality management procedures
  • Safety policies and procedures
  • Environmental policies

Financial

  • Financial statements (if willing to share)
  • Bank guarantees capabilities
  • Professional references

How to Upload Documents

  1. Navigate to Documents in the sidebar
  2. Click "Upload Document"
  3. Select files from your computer (supports PDF, DOCX, images)
  4. Add metadata: document type/category, expiry date (for certificates), tags for easy searching, description

Organizing Documents

Create Folders

  • Click "New Folder" to organize by category
  • Suggested structure: Registrations & Licenses, Certifications, Case Studies, Policies & Procedures, Financial

Use Tags

  • Add tags like "insurance", "ISO", "safety", "projects"
  • Makes documents easier to find and reference

Keep Documents Current

  • Set reminders for expiring certificates
  • Update case studies with recent projects
  • Review and refresh annually

Best Practices

✓ Upload clear, high-quality scans

✓ Include metadata and descriptions

✓ Keep documents up to date

✓ Organize with folders and tags

✗ Do not upload personal or sensitive client information without permission

✗ Do not use outdated or expired documents

✗ Do not forget to update when certifications renew