Working with Business License Attachments
View and manage a centralized list of attachments related to business licenses, including attachments for a business and for license activity related to a business.
One way to access the business license attachments is to select the Businesses tile on the Agency Springboard. On the Businesses list page, click the row for the business parent you are working with. Navigate to the Attachments page in the business detail pages using the links in the left-hand navigation panel.
On the Attachments page, use the Business tab for business-related attachments. Select the License Activity tab to view attachments related to license applications for the business.
On the Business tab, click the Add Attachment (+) button to upload a file.
Working with Confidential Attachments
To make attachments confidential, the agency must first turn on the Enable confidential attachments switch in the agency-level options for Business Licenses. For more information, see Setting Up Agency-Level Options for Business Licenses.
The business license applicant or agency staff with permissions can mark an individual document as confidential when adding an attachment during application intake. Agency staff with permissions can upload confidential attachments by turning on the Confidential switch.
Agency staff with these roles can mark an attachment as confidential and update the confidential designation after application submittal: Auditor, Business License Administrator, Business License Analyst, Business License Manager, Business License Specialist, Treasury Supervisor, Treasury Administrator, and System Administrator.
When a document is confidential, only agency staff with permissions, the applicant, and the application contacts with full or print, pay, and view access can view the confidential document in the list of attachments for the business license transaction or business parent data, including credentials.