Document Sets for Owners

When working as a Head Contractor organisation, you will select the documents Subcontractors sign as a part of their claims process.

Document sets offer users with the Create Projects user permission flexibility and control over which documents organisations will interact with when working on your project. Either use a singular document set as a default for all on-system Subcontractors or Statutory Declaration Only Sub-Tiers (SD Subs) or create and assign a unique document set to specific contracts.

Each document set for an on-system organisation will include at least a payment application document and unconditional statutory declaration option, but you can also add a conditional statutory declaration, statement, pay-app progress claim cover sheet, and payment schedule. A document set for SD Subs must include an unconditional statutory declaration, but you can also require a conditional statutory declaration.

Note: Only users with the Create Projects user permission can create, update, and view document sets. See the User Permissions List for Head Contractors topic for more information on this and other user permissions available to on the Edit User page when you work as a Head Contractor.