Creating a Document Set for Head Contractors
To create a document set:
- Navigate to the Document Sets Page
- From the Documents section of the Project Settings page, select the document sets link.
- From the Project Setup menu at the top of any project page, select Document Sets.
- Select the On-System tab to create a document set for your Subcontractors and any On-System Sub-Tiers working on your project.
Note: To create a document set for a Statutory Declaration Only Sub-Tier (SD Sub), select the Statutory Declaration Only tab.
- Select the Add button.
An Add Document Set panel opens on the right side of the page.
- In the panel, enter a name for your document set.
- Optional. Select the Filter by documents available for your organisation’s bank country tick box to limit the documents available for selection to those compatible with your banking country.
- Select a progress claim document.
- Select a statutory declaration.
- Optional. If applicable, select an option for the following documents:
- Sworn Statement
- Conditional Statutory Declaration
- Pay-App Progress Claim Cover Sheet
- Payment Schedule.
Note for all documents: If the document requires serial approval signatures, a message about reviewing your approval method and approvers displays. Select the Learn More link to see a help page with different scenarios surrounding serial approval and the steps you should take when setting up approval.
- Select the Add button.
- The document set displays in the Document Set table. If this is your first created document set, it automatically becomes the default document assigned to the organisations working on your project.
- A Document Set Added message displays at the bottom of the page.
- You can now add additional document sets or assign the document set to an organisation.
Last Published Wednesday, April 3, 2024