ContractorOS release notes – September 2026

Hamzah Ahmad

Updated September 08, 2026 19:34

We are pleased to announce the following new functionality in our September 2026 release!

ContractorOS AI Compliance Assistant: Document matching

Who can use this feature?

Site Admins who manage contractor compliance in-house, and for Vendor Admins responsible for keeping their own organization's documents current. Built for sites carrying enough vendors and contractors that document collection has become a frequent, scheduled block of work rather than an occasional task, particularly where certifications expire on a shared cycle and dozens of documents come due at once.
Available as a paid add-on to ContractorOS Essentials and Advanced tier customers

ContractorOS now accepts compliance documents in bulk and uses AI to determine which outstanding requirement each one satisfies, so review begins with the filing already done. New capabilities include:

Bulk upload from the Vendor page. Site Admins reach it from the dashboard using the Vendor Name selector, then Upload Files. Vendor Admins land on their own Vendor page and use the same banner. A single batch can mix vendor-level and contractor-level documents.
AI classification and field extraction. Each uploaded file is read, classified by document type, and its key fields extracted via OCR, then proposed against the pending compliance task it addresses.
A dedicated Matching tab on the Vendor page, holding Pending Tasks, Vendor Tasks, and Contractor Tasks, so review and completion happen in one place instead of across individual task pages.
A Completion indicator on every task showing how much of the required information was populated automatically. 100% with a green check means every required field is filled and the task is ready to action.
Bulk actioning. Site Admins use Save Completed and Vendor Admins use Submit Completed to action every task that reached 100% in one step.
Row-level actions that respect existing authority. Site Admins see Save or Save & Approve. Vendor Admins see Submit, since approval remains the Site Admin's step. Finish appears where required fields are still missing and opens the task so they can be completed by hand
Document History, covering expired, submitted, and approved tasks, including who reviewed or approved each one.
In-product discovery. Task detail pages now surface the feature, so users working task-by-task find the bulk path.

Key benefits:

Faster time to compliance. Document collection moves from one task at a time to one batch at a time, which shortens the gap between a document arriving and a requirement being satisfied.
Less manual sorting. The work of determining which requirement a document satisfies, and typing its details into a form, is done before a person opens the task.
Less back-and-forth. When uploading is light enough to be worth doing properly, fewer vendors fall back to email and fewer documents land on a Site Admin's desk to be filed by hand.
Faster onboarding. New vendors and contractors can be brought to a compliant state in a single pass rather than across weeks of individual uploads.
Control stays with the customer. AI proposes; the Site Admin decides. Approval authority, review steps, and the audit record are unchanged.

Support articles

Use AI Compliance Assistant to complete tasks

Archive contractors

Who can use this feature?

Vendor Admins in the ContractorOS Vendor Portal who need to keep their contractor roster current, and Site Admins who need visibility into which contractors a vendor has archived.
Available on ContractorOS Advanced tier

Vendors can now archive contractors from the ContractorOS Vendor Portal. Archived contractors stay in the system for audit reporting but drop out of active compliance workflows. How it works:

Vendor Admins archive an individual contractor from the Edit Contractor screen in the Vendor Portal.
Archived contractors are hidden on the Manage > Contractors page by default. You can view them via the filter, and each one is tagged "Archived" below the contractor's name.
Site Admins cannot archive a vendor's contractors, but they have visibility in the site portal. They see the same “Archived” tag on the Contractors page, plus a banner on the contractor record identifying them as archived.
Archived contractors cannot be assigned to a site or given compliance tasks, do not count toward site compliance scores on the dashboard, and no longer receive email notifications.
Archived contractors cannot sign in at a kiosk. A sign-in attempt returns No Match Found.

Support articles

Optional contractor email

Who can use this feature?

Site Admins and Vendor Admins onboarding contractors who do not have a work email address, particularly deskless and frontline workforces where placeholder email addresses have been the workaround
Available on ContractorOS Essentials and Advanced tier

Teams can now create and manage contractor records without an email address. Email stays required by default, and Site Admins turn the requirement off per vendor. How it works:

A new vendor-level setting in the site portal controls whether contractor email is required. The setting is on by default.
With the requirement off, contractors can be added without an email address during registration or through the add contractor flow, in both the site portal and the Vendor Portal.
When you are adding a new contactor with no email address, you are required to acknowledge via checkbox and confirm that the vendor company or site admin is responsible for getting that contractor compliant. Entering an email disables the checkbox.
Onboarding, compliance, and notification emails route to the associated Vendor Admin instead. Adding an email to the contractor record later moves communications to the contractor automatically.
Kiosk sign-in falls back to matching on name and company when no email address is present.

A contractor without an email address cannot sign in to the Vendor Portal or receive compliance notifications directly. Removing the email address from an existing contractor record also removes their Vendor Portal access.