How to Set Up Required Documents for a Sub

To Set Up a Required Document:

1. Click on Settings in the top right.
2. Select Requirements from the menu on the left.
3. Check the box Do you require specific documents during submission or approval?
4. Click +Add.
5. Name the document and give a brief description or instructions.  For example, "Please fill out and upload the Workforce Reporting Form".
6. Click Upload if you have an attachment/template you wish to provide.
7. Select an option from the dropdown arrow in the For Action section. You can require the document on Submission or when the item is Reviewed.
8. Make a selection in the For Types box. For example, you could require the document with each payment application, or on submission of the schedule of values.
9. Make a selection in the For Roles box to limit the scope of who this requirement will apply to (ex. check Subcontractor if it is a requirement for the subcontractor).
10. Then click Done.