You can view and manage all company documents in your organization from the Documents tab on the Contractors dashboard.
Create a document type
Select Contractors in the sidebar or select it in More.
Click Settings on the upper right-hand side of the page.
In the "Document types" tab, click Add document type.
Enter a name for the document type and click Create.
Ensure you set up company document types before requesting documents from key contacts.
You can add up to 100MB of JPEG/JPG, PNG, PDF, and DOCX files as company documents.
Add a company document
Select Contractors in the sidebar or select it in More.
Select a company.
Click Documents tab in the company profile.
Click Add documents on the upper-right of the page, then select the document you want to upload.
Edit a company document
Select Contractors in the sidebar or select it in More.
Select a company.
Click Documents tab in the company profile.
Click on the right-hand side of the document you want to edit.
Select Add new version or Edit latest version to create a new document or update an existing one.
Edit the document accordingly.
Click Save and close.
Request a new document version
Select Contractors in the sidebar or select it in More.
Select a company.
Click Documents tab in the company profile.
Click on the right-hand side of the document you want to edit.
Select Request new version to request an updated version of the document from key contacts.
Archive a company document
Select Contractors in the sidebar or select it in More.
Select a company.
Click Documents tab in the company profile.
Click on the right-hand side of the document you want to archive and select Archive.
Restore an archived company document
Select Contractors in the sidebar or select it in More.
Select a company.
Click Documents tab in the company profile.
Click on the upper-right of the page, then select View archive.
Click on the right-hand side of the document you want to restore and select Restore document.
You can narrow down companies with documents that are expired, expiring soon, or pending approval from the company profile to quickly focus on what needs attention.
