- Administración
- Contratistas
- Solicitar documentos en empresas
Solicitar documentos en empresas
Aprenda a solicitar documentos en empresas a través de la aplicación web.La función de Contratistas se encuentra actualmente en Acceso temprano. Si tiene interés, vaya a la aplicación web, seleccione 
Contratistas en el menú del lado izquierdo y haga clic en Get Early Access.
¿No ve la opción Contratistas en su menú? Póngase en contacto con su Gestor de éxito del cliente para expresar su interés.
How do document requests in companies work?
Document requests help company managers collect the right documents during contractor prequalification. This provides a consistent, structured way to request documents from key contacts at each contractor company they manage. As a company manager, you can send document requests as soon as you add a contractor company to your organization or to existing ones already in the system. This simplifies the prequalification process and helps ensure each contractor company meets your compliance requirements before starting work.
Puede solicitar documentos de la empresa al añadir una nueva empresa.
Solicitar un documento de la empresa
Select
Contratistas from the menu on the left-hand side. Select a company.
Click Solicitudes tab in the company profile.
Click
Solicitar on the upper-right of the page. Select or create a document type and click Seleccionar.
If there is no key contact assigned, select an existing user or add a new one to assign as company key contact.
Click
Solicitar ahora.
Preguntas frecuentes
The assigned key contact will receive an email notification with a link to activate their account if they’re a new user. They will also get a secondary email notification with access to manage the company they’ve been assigned to.
Once set up, the key contact can view the request and upload the required documents for the contractor company.
You can’t delete a document type if there are active document requests associated with it. To delete the document type, make sure any related document requests are completed or removed first.
You can cancel a document request from the Solicitudes tab in the company profile. Once canceled, the key contact can no longer upload documents for that request. If needed, you can resend the request or create a new one.
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