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- Request forms in companies
Request forms in companies
Learn how form requests in companies work and how to request them from key contacts via the web app to capture supporting information for compliance.How do form requests in companies work?
Form requests help company managers capture structured information directly from key contacts through standardized compliance forms. You can request the specific documents that key contacts need to fill out and complete, such as prequalification questionnaires, site safety checklists, or other compliance forms. As a company manager, you can control which forms are uploaded and shared, ensuring every contractor provides the necessary supporting details. This improves consistency and strengthens compliance across your organization.
You can request company documents and forms while adding a new company.
Request a company form
Select
Contractors from the menu on the left-hand side. Select a company.
Click Requests tab in the company profile.
Click
Request on the upper-right of the page. Select or create a document type and click Select.
If there is no key contact assigned, select an existing user or add a new one to assign as company key contact.
Click
and select the form you want to upload.Click
Request now.
Frequently asked questions
The assigned key contact can view the request and click 
Download form to download the form to fill out. Once completed, they can upload the required form for the contractor company.
You can’t delete a document type if there are active document and form requests associated with it. To delete the document type, make sure any related document and form requests are completed or removed first.
You can cancel a document or form request from the Requests tab in the company profile. Once canceled, the key contact can no longer upload documents or forms for that request. If needed, you can resend the request or create a new one.
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