Add Compliance Docs

  1. Open a subcontractor invoice from the Commitments, Invoicing, or Payments tool.

  2. Click the Compliance tab.

  3. Click Create New.

  4. In the Document Details pane, do the following:

    • Attachments. Click Attach Files or drag and drop file(s) to the attachments area.

    • Document Type. Select a document type from the list: Bond, Closeout, License, Master Agreement, Other, Payroll, Permit, Project Insurance, Safety, Stored Material, or W-9.

    • Document Name. Type a name for the document.

    • Effective Date. Select or enter the effective date.

    • Expiration Date. Select or enter the expiration date.

  5. Click Save.
    This changes the document status from Not Submitted to Submitted.

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