How to review contracting company documents
Once contracting companies have submitted their documents, they will need to be reviewed by an administrator. Administrators with the designated permissions will be able to review the document(s) and approve/reject accordingly.
Reviewing documents
Select "Contractor" from the below options:
Click on the "Require Verification" circle under the documents tab and select the document you wish to verify:
Review the document and then select "Verify" or "Reject" in accordance with the outcome:
Please note: If you reject a document, you will be required to insert a rejection reason which will be emailed to the contracting company to amend the document.
You may be prompted to "Reinstate" the contractor, should all other mandatory documents be verified. Please select "Confirm" and leave a comment advising the company's status has been updated.
Please note: If you do not have the above options, this may mean you do not have the relevant client administrator permissions.
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