Upload Compliance Documents for Your Subcontractor - Project

General contractors can upload compliance requirements on behalf of their subcontractors.

These steps are most useful when you want to view compliance requirements specific to a project across all vendors on that job. If instead you want to view all compliance requirements for a given vendor across all projects, see Upload Compliance Documents for Your Subcontractor - Vendor.
  1. On the Active projects tab, select the project.
  2. Among the tabs at the top of the screen, select Compliance.
    The current list of compliance requirements appears.
  3. Select the requirement you want to upload.
  4. Select Upload compliance document.
  5. Select Browse and navigate to the file, or navigate to the file and drag and drop it into the upload file window.
  6. Enter the Effective Date, Expiration Date (required), and Issue Date.
  7. Select Save.
The subcontractor's compliance requirement is updated and its status changes to Compliant.
Note: Uploading on behalf of your subcontractor bypasses your team review process. To require this compliance document's review by your team, change the status from Compliant back to Pending Review.
To view the document, select the .pdf link listed below its name.