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ContractorsCompliance Documents

Compliance Documents

Track contractor compliance documentation to ensure all contractors meet insurance and certification requirements.

Document Types

  • Certificate of Insurance — General liability and property damage coverage
  • Workers’ Compensation — Workers’ comp insurance documentation
  • Other Certifications — Additional licenses, certifications, or permits

Compliance Status

The platform automatically calculates compliance status based on document expiration dates:

StatusMeaning
CurrentAll documents are valid and not expiring soon
Expiring SoonAt least one document expires within 30 days
ExpiredOne or more documents have passed their expiration date

Adding Compliance Documents

  1. Open a contractor’s detail page
  2. Scroll to the Compliance Documents section
  3. Click Add Document
  4. Fill in the document details (type, name, reference number, dates)
  5. Optionally upload a PDF file (max 10MB) — click the upload area to select a file
  6. Click Add Document to save

Viewing Uploaded PDFs

Documents with uploaded PDFs show a file icon. Click the icon to open the PDF in a new tab.

Expiration Notifications

Community admins receive automatic email notifications when compliance documents are:

  • Expiring within 30 days — reminder to request updated documents
  • Expiring within 7 days — urgent reminder
  • Expired — notification that the document has lapsed

Contractor Self-Service

Contractors with portal accounts can also upload their own compliance documents from the Contractor Portal. Documents uploaded by contractors appear on the community admin’s contractor detail page.

Last updated on
Adding a ContractorEditing Contractors