You can now upload pre-approved documents or manually approve contractors for document-based requirements within Contractor Management. This is especially useful when you’re handling historical data or pre-qualified vendors of the platform.
NOTE: This feature applies only to requirements created as Document Uploads.
How it works
1. Create a Document Upload Requirement
a. Go to Contractor Management Dashboard -> Manage Requirements
b. Click Create Requirement
c. Select Document Upload
d. Define your requirement parameters (ex. Expiration settings, compliance s coring, etc)
2. Assign the Requirement to a Contractor
a. Return to the Dashboard
b. Click Manage next to the contractor you want to update
c. Select Edit
d. Add the Document Upload requirement you just created
e. Click Finish
3. Upload on Behalf of the Contractor
a. Navigate to the Contractor Requirements section
b. Click Review next to the requirement
c. Select Upload on behalf of the Contractor
i. Choose Upload File, then select the document
d. Click Approve
i. If an expiration date is requirement, you’ll be prompted to enter one
ii. Alternatively, you may choose to approve without uploading a file