Documents management

As a subcontractor you will be required to submit documentation to the client for review. The requests depend on the type of work your company will be doing and the categories set for your workers. The requests will show on the dashboard. The aim is to clear your dashboard.

1. Uploading documents for company

To upload the company requested documents, go to Filters (1), select 'Contractor' (2) for Entity, click the 'Apply Filter' button (3) and then click  (4) beside the dashboard alert.

Fill in the details, attach the document and click the  button to finish (7).

a) If the file has a valid from date you can enter it here. (1)
b) If the file has an expiry you can enter it here. (2)
c) If there is no expiry of the document this checkbox must be selected. (3)
d) This will default to the document you selected to upload. (4)
e) Add a comment if required. (5)
f) Drag the file in this section or click it to select from your computer. (6)

Note: You can upload up to 20 files for a document request on your dashboard, but their total size should not exceed 60MB.

If you’ve mistakenly uploaded a wrong document and the document is still awaiting approval, go to Documents tab on the left and remove the document by clicking the  button.

2. Uploading documents and photos for yourself and your workers

Whether you are uploading the documents and/or photos for yourself or for other workers, you will find the worker document/photo requests on your dashboard. Filter the people documents using the 'Entity' column/filter and select 'Worker'. Shortest and easiest way to upload the requested documents/photos is by clicking the  button beside the document/photo request on your dashboard.

To upload a person’s photo into the system, find the photo request on your dashboard and click the button beside the alert with your workers’s name on it. For further details please see this guide.

Note: If you are the company administrator, another way to upload the documents is by entering the worker details and clicking the  button next to the document in Document table.

In case you’ve mistakenly uploaded a wrong document and the document hasn’t been approved yet click the  button next to the document in Documents table.