Your franchisor keeps a list of the documents each tribe has to hold — public liability insurance, a food safety licence, a lease, a quarterly profit and loss. Each one is a document type, and your job is to lodge the current version and replace it before it expires.
Knowing what is due
The To do page shows a card for every required document that needs attention, with a coloured label: Missing when nothing has been lodged, Expiring when the current one runs out within thirty days, Expired when it already has, and Rejected when your advisor sent the last one back. Each card has a Lodge button that starts the upload with the type already chosen.
Lodging one
- Press Lodge on a To do card, or go to Documents in the Compliance menu and press Lodge document.
- Choose the Document type if it is not already filled in. Only the types your franchisor expects the tribe to upload are listed.
- Choose the File — a PDF or a clear photograph of the certificate.
- For a certificate, enter the Issued and Expires dates from the document itself. For a periodic report such as a monthly P&L, enter the Period instead: 2026-07 for a month, 2026-Q3 for a quarter, 2026 for a year.
- Add a Title if the type name is not enough, and any Notes the reviewer should know. Then press Lodge.
What happens next
| Status | What it means |
|---|---|
| Awaiting review | Lodged and waiting for your advisor. It does not yet count as the current document. |
| Approved | Accepted. This is now the current document for that type. Some types skip review and are approved the moment they are lodged. |
| Rejected | Sent back. The reason is shown under the status on the Documents page and on the To do card. Lodge a corrected version; you do not need to do anything with the rejected one. |
| Expired | The expiry date has passed. Lodge the renewal. |
| Superseded | Replaced by a newer approved document of the same type. Kept for the record. |
The Documents page lists everything your tribe has ever lodged, newest first, with a download button on each row. Filter by status or by document type to find one quickly. Documents cannot be deleted from the tribe; the history is the point.