This article explains how to upload and manage required documents in the system for projects, employees, or contractors. Properly submitting these documents ensures compliance with agency requirements and maintains accurate records within the system.

Some agencies may require specific documents to be uploaded into the system for projects, employees, or contractors. Fields with bolded text indicate required information that must be provided.

1. From the Activities tab, select Contractor Documents under Documents. 

2. From the Manage Contractor Documents page, select the Contractor from the dropdown and click +New Document.

3. Complete the Add Contractor Document For...

   • Select the Document Type from the dropdown menu.

     • Enter a Title for the document.

     • Provide a Description of the document.

     • Enter an Expiration Date, if applicable.

     • Set Permissions as needed.

     • The Assigned Agency defaults to the user who is signed in. To change this, select a different agency from the dropdown menu.

     • Enter the associated Project.

     • Click Choose File in the Upload File field to upload the document.

4. Once the file is uploaded, click Submit Document. If you need to return later, click Save as Draft.

Agencies may require specific documentation to be stored and tracked in the system. This article provides guidance on how to add, organize, and manage these documents, including how to handle required fields, set permissions, and associate documents with the correct contractor or project. It also explains options for saving documents as drafts or submitting them for final processing, helping users maintain accurate and complete records.

If you still require additional assistance, close this tab and return back to the system and submit a support ticket.