With the Certificate Manager, you can add new contractors you need documents from or request documents from contractors that are already in your account.
For new contractors: You can add a new contractor to your Certificate Manager from any screen by clicking "Add Contractor" from the main menu. If you have multiple Projects, you'll have to select the Project you are adding this new contractor to so we know what their requirements are.
Enter their email address, we'll check to see if it's an email already in your system. If it's a new email, click the little ( + ) icon to add the new contractor. Then you'll need to provide some of their contact information like their name, business name, and phone number. Make sure that "Send request for Documents" is toggled ON!
Once you're done, click "Save". You'll have a chance to review the contractor you just added, and add more if you'd like. Otherwise, call it a day, you can always add more later. We'll send them an email letting them know what they're required to have, and we'll let you know when they've provided documents.
For contractors already in your system: You can go to the contractor's page that you need to request documents from. If you need new documents for the same Project, you can click the "Request Documents" button in the Documents section.
If you need to move them to a new project with a new set of requirements, click the dropdown arrow next to their name and select "Edit Contractor". Once you see a pop-up to edit their information, click the Project dropdown and move them to the correct Project. Then, follow the steps above to request documents from them.
