You can add a Required Document to show on all Projects in Administration. You can also add as a project specific Required Document in the Project Documents folder within the project.

On the top navigation menu, click Profile > Administration

On the left Administration menu, Click Default Settings>Project Document Settings

Scroll down the Project Documents page...

to Required Documents. Click on the hyperlink.

To add a new document click the +Add Project Document button.

Name the document, upload the file, and add comments. The Require Prior option will prevent the subcontractor from signing a subcontract(Subcontracting) or submitting a bill(Sub-Billing) until the documents have been provided. Save to add.

To edit an existing document click the pencil icon and change the necessary fields. Save when complete.