Short Answer
Open the work order, scroll to Manage your compliance documents, click Upload new document, select the document type and dates, upload the PDF, and save. Your agency will then verify it.
Expanded Answer
Some property management agencies use Tapi to keep supplier documentation up to date (e.g. public liability insurance, trade licence, H&S documents). Once you upload a document and the agency verifies it, Tapi will automatically remind you to re-upload before it expires.
Important notes:
Compliance is not global across Tapi — you must upload documents for each agency you work with.
Tapi doesn’t block work if a document is missing, but by accepting the job you are confirming you hold valid and current compliance.
Reminders and expiry windows (e.g. 30 or 60 days before) are set by the agency.
Follow these steps:
Open the work order
When you open the job, you may see a yellow banner telling you the job needs compliance or that something is expiring soon.
Go to “Manage your compliance documents”
Scroll to the bottom-right of the work order. You’ll see a list of current documents, their Valid until dates, and an option to Upload new document.
Upload the document
Select the Document type (e.g. Insurance, Licence)
Set Valid from
Set Valid until
Click Upload file and choose your document (PDF recommended)
Save
After upload, the document is sent to the agency to verify. Once verified, Tapi will remind you again before it expires.
If you can’t see the compliance section, the feature may not be enabled for that agency — check with the agency or contact Tapi Support.
Watch the Video
Tips & Reminders
Upload in PDF for best results.
You must upload per agency, even if it’s the same licence.
Expiry reminders come from Tapi, but approval comes from the agency.
Accepting a job = you confirm you’re compliant.