Upload Compliance Documents for Your Subcontractor - Vendor

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

These steps are most useful when you want to view all compliance requirements for a given vendor across all projects. If instead you want to view compliance requirements specific to a project across all vendors on that job, see Upload Compliance Documents for Your Subcontractor - Project.
  1. In the left-hand sidebar, select Vendors.
    The list of vendors appears.
  2. Scroll down to the Compliance Tracking section.
    The current list of compliance requirements appears.
  3. Select Upload compliance document.
  4. Select Browse and navigate to the file, or navigate to the file and drag and drop it into the upload file window.
  5. Enter the Effective Date, Expiration Date (required), and Issue Date.
  6. 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.