How do I request documents from a subcontractor?

Step 1: Log In to Your BuildPass Account

• Start by logging in to your BuildPass account. Make sure you have the necessary permissions to request documents from subcontractors.

Step 2: Access Your Project Overview

• After logging in, navigate to your project overview. This should be the main dashboard where you manage your project.

Step 3: Go to Subcontractors Section

• Within your project overview, find the "Subcontractors" section. It's usually listed in the menu or on the page.

Step 4: Manage Subcontractors

• In the Subcontractors section, look for an option that says "Assign/Remove" or something similar. Click on it to manage your subcontractors.

Step 5: Add Subcontractor (if necessary)

• If the subcontractor you want to request documents from is not already listed, add them to your project. Click on "Add" or a similar option and save your changes.

Step 6: Invite the Subcontractor

• Find the subcontractor you want to request documents from. You should see an "Invite" button next to their name. Click on it.

Step 7: Specify Document Requests

• A window or form will appear where you can specify the documents you require from the subcontractor. In this example, you can ask for documents like SWMS, Insurances, and SDS.

Step 8: Request SWMS and Insurances

• Check the boxes next to "SWMS" and "Insurances" to indicate that you are requesting these documents. Make sure you have the correct document requirements selected.

Step 9: Send the Document Request

Step 10: Request Additional Documents (if needed)

• If you need to request more documents or updates, return to the subcontractor's profile, click "Request Documents," and select the specific documents you need.

Step 11: Confirm Document Requests Sent

• Verify that the document requests have been successfully sent to the subcontractor. You should receive confirmation messages for each request.