How do document and form requests work in companies?

If you're a company manager, you can request documents and forms from key contacts in a Contractor company. To collect documents the company already has, such as a license or an insurance certificate, send a document request. To collect new information, such as a pre-qualification questionnaire or a safety checklist, send a form request.

When you send a request, the assigned key contact receives an email notification. After the key contact's account is set up, the key contact can view the request. For a document request, the key contact uploads the requested document. For a form request, the key contact downloads the form, completes it, and uploads the completed form.

If a key contact hasn't submitted a requested document or form, you can resend the request. This applies whether the company is new or already in your organization. Sending requests gives you a consistent way to prequalify each Contractor company and confirm that the company meets your compliance requirements before work begins.

The Requests tab in the company profile showing a list of document and form requests.

Request a company document or form

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select a company.

  4. Select Requests tab in the company profile.

  5. Click Request on the upper-right of the page.

  6. Select or create a document type and click Done.

  7. If you're requesting a form, click and select the file you want to upload.

  8. If there is no key contact assigned:

    • Invite a new user: Enter the email address, first name, and last name. The new user will join your organization on a Guest seat and will only be able to manage documents and workers for their assigned company.

      You can also customize the email they’ll receive in the “Message for the key contact” section.

    • Select an existing user: Select a user from the dropdown and click Done.

  9. Click Request now.

Request a company document and form and select an existing user as the key contact.

Remove a company document or form request

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select a company.

  4. Select Requests tab in the company profile.

  5. Click Request on the upper-right of the page.

  6. Click on the right-hand side of the document type you want to remove.

  7. In the pop-up window, click Remove.

Remove the "Financial reports" document type from the list of document and form requests.

You can request a new version of documents or forms from the company profile or the Contractors dashboard to remind key contacts to update specific documents.

Resend a request for a document or a form

  1. Log in to the web app (opens in new tab).

  2. Click Contractors from the sidebar or in More.

  3. Select the company.

  4. Click Requests in the company profile.

  5. Select Resend request next to the requested document.

Click the Requests tab and select Resend request button next to the document requested.

Documents or forms you request from Contractor companies appear in the Documents tab of the company profile, and have no name until a key contact uploads the requested document or completed form. Until then, the request shows a Requested approval status. After you review the uploaded file for approval, the file replaces the request. You can also resend a request for a document or a form from the Documents tab.

Frequently asked questions