From the Contractors sub-tab, we click on the ‘Show’ button of the contractor we are wanting to upload documents to.
Then, from the ‘Contractor Overview’ page, click on the ‘Contractor Files' sub-tab.
The ‘Contractor Files’ page is broken into two sections:
The first is the ‘Shared Uploaded Files’ section. This is where Contractors are able to load documents to all branches that they work with. You are unable to delete or edit these files as they are owned by the Contractor.
The second section is the ‘Branch Only’ folder which is accessible by the contractor, and your business only.
Any Files you or your contactor load here are only visible between the two of you.
You can see if the documents are owned by your Branch or the Contractor.
To add a document on behalf of the Contractor
Click the upload file button
You can then drag and drop into the File Input Box or click into the File Input Box and then select the document.
You can choose the Category and if applicable an Expiry Date then select Upload.
We have added the ability to create have customised Category Names under the Branch Contractor Settings for certain documents. This will be a permission based feature allowing you to create and edit Category Names that are specifically for use in your Branch with your Contractors.
If the File is owned by the Branch you have the option to edit/delete this file (The original owner has this permission by default but other users in the Branch can be given this permission under the Manage users Tab).
The permission is called "Edit Contractor Files" and is available to Branch Owners by default, Project Managers, Project Admin, Financial Admin, Branch Sales, and Quantity Surveyor as optional)
Notifications
You can choose to opt into or out of Email or Internal Notifications when a contractor file is due to expire.
By default these notifications are turned off for all Branch Users.
You can change these settings via the Manage Users permission.
To read more about this click on the link here for the Profile Notification FAQ
Notifications will be sent out 1 month before the expiry date and then 1 day before the expiry date.
A sample email is below. 