Issue a document to a client

Issuing a document is how you give a client an official paper, for example a trade licence, a visa or a VAT certificate. When you issue it, IzzyTap can start tracking its expiry or its next filing deadline for you, so nothing slips through.

Open the Issue a document panel

1. Log in to your workspace.
2. In the left menu, under Clients, click Companies.
3. Click the company to open it.
4. Click the Files tab.
5. Open the Issued documents folder.
6. Click Issue a document to expand the panel.

Fill in the document

1. Pick a Document type. The built-in types include Trade License, Residence Visa, Emirates ID, VAT Certificate, Corporate Tax Certificate, Attested Document, MOA / Memorandum and Tenancy / Ejari. Choose Other (custom)… for anything else, or Company Formation Docs (multiple) to upload many files in one go.
2. Drag the file onto the File box, or click to browse. PDF, image or Word, up to 10 MB.
3. If you chose Other (custom)…, type a Custom name so the client knows what it is, for example "Board resolution".
4. Check the Issue date. It defaults to today, but you can change it.
5. Set the compliance date if the panel asks for one (see below).
6. If the document belongs to a specific request, use Link to request to attach it there. Otherwise leave it as General company file.
7. If the company has its own folders, a File into folder (optional) box appears. Pick a folder to file the document straight into it, or leave it as Issued documents (default) to keep it in the standard folder.
8. Tick Notify the client by email + in-app if you want them alerted.
9. Click Issue document.

The compliance reminders set themselves up

The reminder fields change to match the document type you picked:

• Licence, visa and Emirates ID (expiry types) ask for an Expiry date. It is pre-filled to a sensible default, but confirm the exact date printed on the document. IzzyTap reminds you to renew, starting 30 days before it expires.
• VAT Certificate asks for the VAT period end date. The filing is due 28 days after the period end, and the deadline rolls forward each quarter.
• Corporate Tax Certificate asks for the Financial year-end date. The filing is due 9 months after the year-end, and it rolls forward each year.
• Other (custom)… lets you choose the reminder yourself. Pick None to just store the file, Renewal by expiry date to be reminded before a date, or Recurring filing for something that repeats. If you pick Recurring filing, a Repeats box appears. Choose how often the filing comes round: Monthly, Quarterly, Half-yearly, Yearly, or Custom. Pick Custom to set your own cadence, then type the number of months in the Every … months box, anything from 1 to 120. The first deadline falls one cycle after the issue date, reminders start 30 days before, then it rolls forward each cycle.
• Types like Attested Document, MOA / Memorandum and Tenancy / Ejari have no reminder. They are simply stored.

Once issued, the deadline appears on the company's Compliance tab, and licences and visas also show a countdown on the Licenses tab. To keep a trade licence on file specifically, see Store a trade licence.