Document kinds
Bumara sets the kind automatically when a document satisfies a named requirement. You choose it
when uploading a supporting document yourself.
Required documents
Each filing and service request lists the documents it requires. The list is not generic — it is specific to that regulator, that obligation and your entity type. The documents panel shows, for each requirement:- The name of what is needed
- Whether it is required or optional
- Whether it has been provided
- The file itself, once uploaded
Uploading a document against a named requirement usually completes the matching “upload
document” task automatically. You do not upload and then separately tick a box.
Uploading a document
1
Open the filing or service request
Go to its Documents panel.
2
Choose the requirement you are satisfying
Upload against the specific requirement — “Payroll Summary”, “Board Resolution”. This is what
links the document to the right task and makes it count towards readiness.
3
Select or drag your file
PDF is safest for anything official. Photographs of documents are accepted but must be legible
— a blurry photo of a certificate will be rejected by the regulator, not by Bumara.
4
Wait for the upload to finish
Large files take a moment. Do not navigate away until the document appears in the list.
5
Check it landed
The requirement should now show as satisfied, and the matching task should show as Done.
Uploading supporting documents
You can add documents beyond what is required — an explanatory letter, a prior year comparison, correspondence with the regulator. Use the Add document option in the same panel, choose a kind, and give it a name that someone else would understand in a year’s time.What makes a good filename
This matters more than it seems. In an audit, a folder ofscan001.pdf is worthless.
The document vault
Everything you upload, and everything Bumara receives on your behalf, is held in one place. Open it from Settings, or from a regulator workspace to see only that regulator’s documents. You can filter by:
See Document vault for organising and exporting.
Documents Bumara adds for you
You are not the only source. Bumara files these against the right record automatically:Locked documents
Once a filing is submitted, its documents are locked. They cannot be replaced or deleted. This is deliberate. The whole value of the evidence trail is that what was submitted cannot be changed afterwards. If a locked document is wrong, you do not fix it by swapping the file — you raise the issue with the Bumara team, and any correction is recorded as a new event with its own document.Evidence for the health check
Findings from a compliance health check carry their own evidence — portal screenshots, tax statements, penalty notices — uploaded by the Bumara team to support what they found. If you are disputing a finding, attach your counter-evidence to the dispute. Evidence records are never edited: adding better evidence means adding a new record, not replacing an old one.Practical habits
- Upload as you go. Do not save documents for the day before the deadline.
- Upload the original. A PDF from your bank beats a screenshot of a PDF from your bank.
- One document per requirement. Do not combine three months of statements into one file.
- Check the vault monthly. Missing evidence is easiest to chase while people still remember it.
Storage is limited by your plan, with extra storage available as an add-on. See
Plan and billing.