Creating Conditional Legal Document Requirements
To create a conditional requirement:
- Navigate to the Setup Document Requirements Page
Choose Setup Document Requirements under the Compliance Menu from the top of any project page.
- Select the Conditional tab.
- Select Add Conditional Requirement.
- In the new line, complete all required fields.
- Select Save Settings.
A Status page confirms the requirements have been saved. An email notifies all Subcontractors about the new requirements. The email reminds Subcontractors to update the documents when they next log in.
Last Published Wednesday, July 10, 2024