Upload Documents on Behalf of Subcontractor
Need to upload documents on behalf of a subcontractor? Site Hosts can add files directly from the Companies list, ensuring documents are linked to the correct subcontractor and included in the standard review and approval workflow.
What this means
- You upload documents into the subcontractor’s Company Docs portal from the web portal.
- After upload, the docs follow the same approval flow (pending review → accepted/rejected).
When you’ll use this
- Subcontractor emailed docs to the GC/site team
- Subcontractor can’t access the invite link
- You need to unblock mobilization quickly
Step-by-step
Common Issues
I don’t see “Upload document”
What to check
- Your role may not have Company Docs access, or Company Docs may not be enabled for that account/site
What to do
- Ask your foreman or GC site team admin to confirm Company Docs is enabled and you have access
Docs uploaded into the wrong category
What to do
- Re-open the subcontractor’s Company Docs upload view and confirm which section the file was added to (SDS vs SSSP vs Other), then proceed with review from Approvals
Need help?
If you’re unsure which subcontractor to file the docs under (or which doc type bucket to use), contact your foreman or GC site team to confirm the correct company and required document types for that jobsite.