Contractors
26 articles
Manage company documents
Learn how to add, view, edit, download, archive, and restore company documents via the web app to keep your compliance records up to date.
Manage company types
Learn how to create, view, rename, and delete company types via the web app to manage and organize contractor companies your organization works with.
Manage rules in company document approvals
Learn how to set up and manage rules in company document approvals via the web app to control how AI approves or rejects documents.
Request documents or forms in companies
Learn how to request documents or forms from company key contacts via the web app to help prequalify contractors and verify compliance.
Request forms in companies
Learn how form requests in companies work and how to request them from key contacts via the web app to capture supporting information for compliance.
Turn approvals on or off for company documents
Learn how to turn company document approvals on or off via the web app, allowing company managers to review and verify the validity of company documents.
Update and request company document versions
Learn how to add, edit, and request new versions of company documents, and view a document's version history, via the web app to keep your compliance records accurate and up to date.
View company audit logs
Learn about audit logs in companies and how to view them via the web app to keep track of changes made within a company.
View company profiles
Learn about company profiles and how to view them via the web app so you can keep track of the contractor companies your organization works with.
View user activity in companies
Learn about user activity in companies and how to view it via the web app to keep track of the changes made within a company.
View user credentials in companies
Learn how to view the credentials of users in your companies to monitor your team's compliance and qualifications via the web app.
What are company profiles?
Learn more about the company profile and how it helps your team track and manage contractor companies your organization works with.