Required documents that will be requested on every project can be set at the Administrative level. Additional Project Specific documents can be added after project creation.

To access this go to Administration > Defult settings > Project documents settings > required Documents.

Users can now designate if required documents need to be submitted before a contract will be awarded to them or before Subills can be created with the Require Prior to: radio buttons. Leaving this set to N/A will not prevent the subcontractor from performing any related tasks.

At the project level, Required Documents from Administration can be edited. New project specific documents can also be added. Requesting the documents from the subcontractors will send a Magic link email so they can submit the requested documents without logging into the subcontractor portal.

If the Prior to Subcontracting option is selected, the GC will not be able to lock the subcontract until the documents are returned. They will see this message appear if they attempt to click the lock checkbox.

The received section of Required Documents will show you how many were sent and how many were received back. Clicking on the number will show you which subcontractors have returned that document.

Project Documents > Required Documents now features a Delete option. When reviewing returned documents, Project Managers and Administrators have the ability to delete any incorrect or unnecessary documents from their Required Documents folder. Simply click the trash icon, and the file will be removed from the list!

There are a few rules as to which documents can be deleted:

1. If the document is required Pre-Contract, Delete would not appear if the subcontract has been locked.

2. If the document is required Pre-Billing, Delete would not appear if a sub bill has been created by the sub or GC/Acct.

3. A Material Vendor List can not be Deleted if a bill is submitted.