Can I request specific documents from a subcontractor?

To request specific documents from a subcontractor, follow these steps:

• Navigate to the Directory module from the left-hand side of the navbar.
• Select Subcontractors and locate the subcontractor you need to request documents from.
• Click the checkbox next to the subcontractor's name to reveal action options.
• Choose Request Documents from the available actions.

In the request form:

• Specify the documents needed, such as SWMS, insurances, or safety data sheets.
• Add any custom documents by typing their names into the provided field. For example, you can request a scope of works.
• Assign the request to your subcontractor contact by selecting their name.
• Include a custom message, if needed, to provide additional context or instructions.

Once everything is filled out, click Send. The request will be sent directly to your subcontractor for action.