In this release, you can now:
- Request documents with ease – Get the documents you need when setting up a new company or from one you already work with. Pick from existing document types or create new ones on the spot.
- Nominate a key contact – Assign the request to an existing user, or invite a new one to join. They’ll be automatically notified to upload the documents, and you can track what’s been uploaded and what’s still pending.
- Streamline the review process –Add an optional review step so you can check documents before they’re approved. If something’s missing or incorrect, reject it with a quick note and request a new version.
What you’ll love about this new functionality:
Onboard contractor companies faster with fewer delays. No more chasing documents over endless email threads — you’ll get the right information the first time, keep compliance on track, and see progress at a glance.
Key benefits:
- Faster onboarding for contractor companies – Easily collect and validate contractor company documents.
- Greater compliance control – Review and reject non-compliant documents so standards are met.
- Less back-and-forth – Key contacts know exactly what to upload, saving time for everyone.
- Progress tracking at a glance – Monitor the status of each submission in real time and stay on top of multiple document requests with ease.
How to get started with the new release
Contractor management is currently in early access. To enable: click your organization name in the lower-left, select Companies, and click Get Early Access.
To learn more about requesting documents, enabling approvals, and processing submissions, refer to our support articles here.