Adding Certificates/Documents to a Contractor

            Find the Contractor you wish to certify and navigate to their Contractors Authorisation Screen by clicking the icon in the 'Fit' column.

            Click the symbol in the 'Fit' column to open their contractor profile

            To add a certificate or document click the  icon next to the ‘Contractors Name – Certificates’ 
            e.g. Bob Builder – Certificates



              

             
             

            This will open the pop up window























            Insert relevant information.

             

            To upload a file select ‘Choose File’ and then ‘Add Certificate’.

            Files must be in a .pdf format.

            The file details will then be displayed in the Certificates section. 

            Repeat this process to upload more documents.
             








            To edit certificate details click the
             icon.

            To view the PDF document click the icon 
             

            To delete click the
            icon.



            The uploaded certificates/documents can then be used to certify a contractor (see: Certifying a Contractor).



            If you selected ‘Invite Contractor’ the contractor can manage and add their relevant certification and jot forms (if applicable).

            The contractor will then need to have documents uploaded (explanation below) and then be certified 
            (see: 
            Certifying a Contractor).

            Updated: 27 Jun 2019 10:24 AM
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