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.
Clickon 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.
Clickon 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.
Clickon 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.
Clickon the upper-right of the page, then select
View archive .
Clickon 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.
