Managing Documents in ContractorOS

Introduction

ContractorOS streamlines the process of collecting and validating contractor documents, such as licenses and certifications, before a contractor can be admitted to a site. Documents are created by the Site Administrator and the ContractorOS Onboarding team, and then assigned to Vendors or Contractors for completion.

How To See Which Documents are 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, as well as document details such as the Document Type and when it was created.

How to See What Details are Included in a Document 

1. Login to ContractorOS
2. Click the  Manage icon 
3. Click Documents Library
4. Click into any Document to see its details. Document details will include:
   1. Instructions for the vendor / contractor to follow when submitting this document.
   2. Data fields that the vendor / contractor must fill in when submitting this document.
   3. A Proof section, where the vendor / contractor will be prompted to upload proof that they hold this document. 
      
      

How To Add a New Document

The ContractorOS 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 ContractorOS 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.