- Administration
- Sociétés
- Request documents in companies
Request documents in companies
Learn how to request documents in companies via the web app.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.
You can request company documents while adding a new company.
Request a company document
Click your organization name on the lower-left of the page and select Sociétés.
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 Sélectionner.
If there is no key contact assigned, select an existing user or add a new one to assign as company key contact.
Click
Request now.
FAQ
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 Requests 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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