Managing Documents in ContractorOS

Introduction

A document is a piece of information that you need to receive from a contractor before admitting them onto your site. Examples of documents include driver's licenses, first aid certifications, or certification of insurance. 

ContractorOS makes the process of collecting and managing contractor documents easy. Read below for instructions on how to view and edit documents.

How To See Documents Assigned to a Site

1. Login to ContractorOS
2. Click the Manage icon
3. Click Documents Library

Here you will see all documents currently assigned to your site.

How To See Info Included in Each Document

1. Login to ContractorOS
2. Click the Manage icon
3. Click Documents Library
4. Click any Document to see its details.

Document details will show you the minimum requirements for each document. 

How To Add a New Document

During the ContractorOS Beta, the iLobby team will be responsible for adding and managing documents on your behalf. 

If you need to add a new document to your site, please reach out to your ContractorOS Onboarding Team. 

How To Edit an Existing Document

During the ContractorOS Beta, the iLobby team will be responsible for adding and managing documents on your behalf. 

If you need to make any changes to documents on your site, please reach out to your ContractorOS Onboarding Team.