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 and Days Default 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.