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Document Requirements

Set up document requirements for your project. Ask for expiry dates (if applicable) and specify which subcontractors are required to submit.

1) Navigate to Projects > click on a project > "Document Requirements".

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2) At the top of the page, click on the orange button "+ Add Document Requirement".

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3) Provide the document name, a template file (ex. fillable PDF), and specify whether an expiry date is required. You can specify which subcontractors are required to submit this specific document.

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 4) Click "Save". This document will now appear as "required" for subcontractors when they're joining the project.