Creating Standard Legal Document Requirements

To create a standard document requirement:

  1. Navigate to the Setup Document Requirements Page
  2. From the Setup Document Requirements page, select Add Requirement.

    Note: The page automatically shows the Standard tab.

  3. In the new line, complete all required fields.
  4. Select Save Settings

    A Status page confirms requirements have been saved. An email notifies all Subcontractors about the new requirements. The email reminds Subcontractors to update the compliance documents when they next log in.