Manage your subcontractors' requirements from a single place: check statuses, upload documents, and keep compliance up to date.
Manage your subcontractors' requirements
You will be able to view and manage the documentation of all your subcontractors in one place.
Go to the "Requirements".
In the table, select the "My subcontractors" filter. You will see the most important information for each one: requirement status, contract, client, subcontractor name, and issue and expiry dates.
If you need to focus on one or more specific subcontractors, select them directly in the filter to narrow the view.
ℹ️ Please note: with the Professional Plan or the AI Plan you can save documentation from a single place and reuse it whenever you need it. See how at: How can I save and reuse documents with the Document Library?
Check your subcontractors' access status
You can also view access information for your subcontractors only from the Access page.
Go to the "Access".
Filter by " My subcontractors" to view only their records.
If you need to check a specific subcontractor, apply a second filter to select them directly.
ℹ️ Please note: with the Professional Plan or the AI Plan you can see the end-of-access date for each subcontractor, which lets you anticipate expiries and keep control up to date. Read more about this feature:: Access control and access log
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