Managing Contractor Documents
This article provides guidance to a User on how to upload a document to their contractor account.
Quick Tips
- Document requirements are triggered based on the responses in the Assessment.
- Documents must be uploaded in a PDF format.
- Standard processing time for document verification is 3 business days. The verification outcome will be emailed to the User/s who have their 'send notification' enabled.
- A User with the role of Admin or Manager has access to upload a document.
- The User/s who have their 'send notification' enabled will be sent a notification of upcoming expiry 7 days prior to the document expiring, and on expiry of the document.
Quick Navigation
Log in > DOCUMENTS
Uploading a Document
Step 1: Click 'DOCUMENTS'
A list of documents will be displayed, along with their status, validity period and expiry date.
To understand the document status and period, refer: What does the Document status mean?
Step 2: Click on a 'Required' document
Step 3: 'Upload' file, add document details, and then 'Submit'
The document status will change to 'Pending verification'.
Replacing a Not Accepted Document
Step 1: Click 'DOCUMENTS'
Step 2: Click on a 'Not accepted' document
Step 3: 'Replace' file, update document details, and then 'Submit'
The document status will change to 'Pending verification'.
Removing a Document
Document requirements are triggered based on the responses in the Assessment.
To remove the document requirement, amend the respective assessment response and then 'Save'.
Please note, this may flag a risk, subject to further review.
A document already uploaded will appear with a status of 'Submitted'. A document with this status will not impact the contractor's compliance.