Documents are compliance requirements that can be assigned to vendors or contractors to collect and validate information, such as licenses, certifications, and other required records before they are permitted to work at a site.
What is the Document Library?
The Document Library is where you can find all your documents. It displays the name of each document, its assignment type, and the date it was created.
You can also select a document to view settings and additional details, including:
- Instructions: The requirements the vendor or contractor must meet to complete the document.
- Default Package: If enabled, this document is assigned by default to vendors or contractors based on its assignment type.
- OCR Enabled: If enabled, uploading a document in the Proof section automatically populates the data fields.
- Data fields: The required fields that must be completed for the document being submitted.
- Proof: A digital copy of the document will appear here after it is uploaded.
Assignment types
Assignment types are used to classify documents in ContractorOS. When a document is added to the Document Library, it is assigned one or more of the following assignment types:
- Contractor: Documents tagged with "Contractor" can only be assigned to contractors.
- Vendor: Documents tagged with "Vendor" can only be assigned to vendors.
- Global: Documents tagged with "Global" can be assigned to vendors or contractors at any site within your account.
- Site: Documents tagged with "Site" can only be assigned to vendors or contractors at specific sites within your account.
How to add or edit documents
To add new documents or edit existing ones, contact the Onboarding team if you are still being onboarded to ContractorOS. If your onboarding is complete, contact FacilityOS Support.