- Administration
- Contractors
- Manage company documents
Manage company documents
Learn how to manage company documents via the web app.The Contractors feature is currently in Early Access. If you're interested, go to the web app, select 
Contractors from the menu on the left-hand side, and click Get Early Access.
Is Contractors not in your menu? Reach out to your Customer Success Manager to express your interest.
Create a document type
Select
Contractors from the menu on the left-hand side. Click
on the upper-right of the page, then select 
Settings.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 50MB of JPEG/JPG, PNG, PDF, and DOCX files as company documents.
Add a company document
Select
Contractors from the menu on the left-hand side. 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 from the menu on the left-hand side. 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.
Archive a company document
Select
Contractors from the menu on the left-hand side. 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 from the menu on the left-hand side. 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.
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