Carry-forward avoids making returning participants upload the same valid document again. It is useful for insurance, licences, and certificates that remain valid across several events.
When carry-forward is available
- The same participant has an approved document of the required type.
- The document has not expired.
- The document is suitable for the current event requirement.
- The record is available to the event compliance view.
When to ask for a fresh upload
- The old document expires before or during the event period.
- The event needs a different certificate, policy level, licence area, or named insured party.
- The file is hard to read or missing pages.
- The previous approval note does not give enough confidence for the current event.
Carry a document forward
Open the event Compliance tab
Find the missing document cell.
Check available previous documents
SmartGig offers carry-forward only when it finds a suitable approved document.
Review the old document
Check expiry, coverage, and relevance before using it.
Confirm carry-forward
The document is linked into the current event compliance view.
Carry forward only when the document still meets the current event requirement. If the event needs a newer or different file, ask for a fresh upload.
Compliance
Need cleaner trader compliance workflows?
SmartGig helps organisers collect insurance, food hygiene evidence, risk assessments, licences and other required documents while keeping approval status visible.
Related articles
Create Document Types
Create reusable document names such as insurance, licences, certificates, risk assessments, or other records your team needs to collect.
Set Required Documents for Participant Types
Choose which documents each participant type must provide and which documents are optional supporting information.
Review Event Compliance
Use the event Compliance tab to see missing, pending, approved, rejected, expiring, and expired documents in one working grid.