You can complete tasks by uploading the required documents for your vendors and contractors to ensure compliance before they arrive at your site.
| Required role | Account administrator or site administrator |
| Required tier | Available on all ContractorOS tiers. |
Note:
If you are on the Advanced tier, vendors and contractors can complete their own tasks. For more information, See Complete tasks as a vendor and Complete tasks as a contractor.
Complete vendor tasks
- In the left sidebar of ContractorOS, select Manage, then select Vendors.
- Select a vendor.
- In Vendor Tasks, select the task you want to update.
- In the Data panel, enter the required document details.
- In the Proof panel, upload the document.
- Select Save. Repeat for other vendor tasks as needed.
Complete contractor tasks
- In the left sidebar of ContractorOS, select Manage, then select Vendors.
- Select a vendor.
- Select Contractors, then select a contractor.
- In the Tasks panel, select the task you want to update.
- In the Data panel, enter the required document details.
- In the Proof panel, upload the document.
- Select Save. Repeat for other contractor tasks as needed.