Contractors/Contacts Tab

The Contractors/Contacts Tab
Clicking on the 'Contractors/Contacts' button, takes us to the 'Contractors/Contacts page defaulting to the Contractors sub-tab. The Contrac...
Wed, 11 Jun, 2025 at 6:27 PM
How to Add a Contractor to your RAVE Contractor List
With the permission set to "Add a Contractor" you can add new contractors to your RAVE system via the ‘Add Contractor’ button to the top right of ...
Wed, 11 Jun, 2025 at 5:30 PM
Saving and Loading a Welcome Email Template for Contractors
If you've made any changes to the subject line, and/or customisable portion of the message copy - you also have the option to save these changes as a te...
Tue, 22 Oct, 2024 at 8:59 AM
Adding Contractors via a CSV Contractor List
Once you've loaded your CSV contractor list, the process of completing the Welcome Email and sending this out to your contractors is the same as adding ...
Wed, 11 Jun, 2025 at 5:31 PM
How to Edit a Contractors Contact Details in RAVE
The process of adding a single contractor to RAVE, is to enter their email address via the Contractor/Contacts button's 'Add Contractor' workflo...
Wed, 11 Jun, 2025 at 6:20 PM
How to Remove a Contractor's Profile in RAVE
To REMOVE a Contractor's profile: With the permission set to "Remove a Contractor" you can remove Contractors from your RAVE system. Fro...
Wed, 11 Jun, 2025 at 5:58 PM
How to Upload Contractor Files in RAVE
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 Ove...
Mon, 5 May, 2025 at 5:14 PM
Branch Contractor Files Expiry Report
Rave now has a new Contractor Files Report allowing you to view all Contractor Files uploaded to Rave that are shared with your Branch.  This report is ...
Tue, 8 Apr, 2025 at 3:26 PM
How to Reset your Contractor's Password
Requesting a password reset for your contractor is simple.   Please note the ability to EDIT a contractors profile is permission based. You can have the...
Wed, 11 Jun, 2025 at 6:08 PM