What do I look for when verifying a document?
1. “Label” provides the business owner with a description of the current contractor and information you are verifying.
2. “Contractor” you are currently verifying.
3. Each of the contact sections can be “Approved” or “Denied” depending on what you chose to do. Anything that is “Approved” will be updated to their contractor card, anything that is “Denied” will not be updated and a summary email will be sent back to your contractor notifying them of what was “Denied” and can be fixed with a link to their portal in the email.
1. “Label” provides the business owner with a description of the current contractor and information you are verifying.
2. “Contractor” you are currently verifying.
3. Hyperlink if there is a document they need to download and verify.
4. “Expiration Date” for the business owner to manually enter – make sure you choose the correct date of expiration for your contractors’ insurance.
5. “Expiration Type” Annual vs Project based a. Selecting “Annual” will trigger the automatic expiration notification emails for expiring documents as they reach the 60 day, 30 day, 15 day thresholds b. Selecting “Project based” will not trigger the automatic expiration emails since projects can be completed at any time. “Project Based” expiration is currently used for storing documents with no particular expiration date.
