Adding Certificates/Documents to a Contractor

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 theicon.



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).

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