Upload Compliance Docs

  1. Open a subcontractor invoice from the Commitments, Invoicing, or Payments tool. The tool you use depends on your permissions.

  2. Click the Compliance tab.

  3. Click Upload.

  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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Add Compliance Docs