Document Settings

Document settings are filtered to show documents based on your organisation's bank country. Define the progress claim, payment schedule, statutory declaration, cover sheet, statement, affidavit, and other documents an organisation must create for the project.

Subcontractors may bypass electronic witnessing

Only available when you enable the Allow Subcontractors to Bypass Electronic Witnessing organisation setting. When enabled, Subcontractors can bypass the electronic witnessing step when signing documents which require witnessing on TPM. Instead, a Subcontractor will upload a scanned document which was witnessed on paper. You will then need to review this document and approve it in order for the Subcontractor to remain in compliance.

Enabling this setting at the project level automatically enables the electronic witness bypass workflow on all new subcontracts. You can also manually enable or disable this setting on the Contract Maintenance page.

Show All Documents (Optional)

To see documents for countries outside of your organisation's bank country.

Head Contractor Settings

Identify documents the Head Contractor must submit to the Project Owner.

Progress claim

Defaults to G702/703 .

Statement

Defaults to None.

Conditional statutory declaration

Defaults to None.

(Unconditional) Statutory Declaration

Defaults to Generic statutory declaration.

Statutory declaration with Contractor Affidavit
Contractor Affidavit statutory declaration.

Witness Required?

Select if a document requires a witness signature.

Payment Schedule

Defaults to None.

None—Choose this setting if a cover sheet is not required.
Standard—Choose this setting to automatically generate a cover sheet populated with information from the HC Progress claim Settings section.

SP-Work Progress claim (Self Performed Work Progress claim)

Defaults to None.

None—Choose this setting if an SP-Work Progress claim is not required.
Standard—Choose this setting to automatically generate the SP-Work Progress claim.

Subcontractor Settings

Identify documents Subcontractors must submit to the Head Contractor.

Progress claim

Defaults to G702/703.

Statement

Defaults to None.

Conditional statutory declaration

Defaults to None.

(Unconditional) Statutory Declaration

Defaults to Generic.

Statutory declaration with Contractor Affidavit
Contractor Affidavit statutory declaration

Witness Required?

Select if a document requires a witness signature.

Payment Schedule

Defaults to None.

None—Choose this setting if a cover sheet is not required.
Standard—Choose this setting to automatically generate a cover sheet populated with information from the HC Progress claim Settings.

Payment Schedule

Defaults to G702/G703 Payment Schedule.

Tips

Some statutory declaration documents include a function that triggers the Record Sub-Tiers tab for Subcontractors during their Billing Workflow. The tab requires Subcontractors to list their suppliers.
The View Sample button allows you to see an example of the document.
Custom documents can be added to the drop-down menus.
Need a custom document? Contact your Textura implementation team before setting up a project if you think you need to use custom documents.

Sub Tier/Manual Sub Settings

Identify documents Sub-Tier Subcontractors must submit to the Head Contractor.

Contact your Textura implementation team if you think you need to use this setting.

Conditional statutory declaration

Defaults to None.

(Unconditional) Statutory Declaration

Defaults to Generic.

statutory declaration with Contractor Affidavit
Contractor Affidavit statutory declaration

Contract Specific Document Sets

Create a unique set of documents you can assign to an organisation participating on your project. These documents, at minimum, include a progress claim and unconditional statutory declaration. If required, you can also include a conditional statutory declaration, statement, pay-app progress claim cover sheet, and payment schedule. Document sets enable you to offer a different group of documents to specific contracts than the documents otherwise assigned to your organisations by default.

Select the document sets link to navigate to the Document Sets page.

Head Contractor Progress claim Remittance Information

Enter the company and the address information that will be used to populate progress claim cover sheets and custom documents.

Next: Statutory Declaration Settings