How Do I Configure a Subcontractor Document?
Subcontractor Documents are important as they ensure the subcontractor is fully compliant and has all the required documents.
- On the left side menu, go to ‘Settings’ and click ‘Subcontractor Documents’.
- Click ‘+ New Subcontractor Document’.
- Enter the Name, and Description.
- Choose the Entity, and Document Type from the dropdown options.
If you select 'Digitised Form Filling':
- A dropdown option will appear below where you must select a form relevant to the entity.
If you select 'Read & Receipt Document':
- You can add an attachment below by clicking on the white box or drag and drop the attachment to the box.
Tick the box(es) if you would like the document to be Required, Private, Expiry Required and Only .pdf allowed.
- If you select Required, the document must be uploaded and compliant for the subcontractor to be compliant.
- If you select Private, the document can only be view by an administrator.
- If you select Expiry required, the document will no longer be compliant once it expires.
- If you select Only .pdf allowed, pdf documents are the only document type that can be uploaded.
- Enter the months default to expiry date, and days default to expiry date.
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
This is required before you can add a Subcontractor Document:
- Digitise your Form
Other Options:
- Under the ‘Form’ dropdown options, you will see an option to add more forms, by clicking the ‘Here’ button highlighted. This will take you to the form builder section - be cautious that when you click this button, the details you have entered will be deleted.