Generate Document Archive

Does your organisation ever need to download and print documents in addition to final VAT Invoices? Now, you can with the new Generate Document Archive page. Access all documents uploaded to the TPM application from one centralised location. Select which documents you would like to collect in either a collated PDF or a ZIP file. Choose the PDF archive option when your selected documents all share the PDF file type extension. Generate the ZIP file extension if your selected documents include other file types, such as .txt or .docx files.

Video: Tour the Document Archive

When you generate a document archive, you can continue to access other pages in the application while TPM generates your request in the background. Once the generation process completes, you will receive an email with a link to the View Document Archive page. Use the View Document Archive page to access and download your generated archives. Archives are available on this page for 14 days.

New Organisation Search Dialog Box

This month, we overhauled how organisation searching works when browsing or inviting organisations. When browsing for an organisation from the Browse Organisations page, use the search feature to open a dialogue box. In the dialogue box, you can set search constraints with filters. Filters can help you easily narrow the list of matching organisations since only 25 matches will ever populate the page.

As a part of this update, we retired the Invite Organisation page. Instead of navigating to a new section of the application when you select the Invite Organisation link from the Home page, you will open the new dialogue box.

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Enhancements

Additional permissions for Local Administrators: In addition to existing permissions, Local Administrators can now manage owner funding permissions, resend invitations to new users, and deactivate users.
Enhanced Manage VAT Invoice interaction: Easily identify unapproved VAT invoices on the Manage VAT Invoice page. A new blue background color is used to highlight VAT invoices that have not yet been approved.
When navigating to the Manage VAT Invoice page from either the Contract Status page or a review lien waiver task, the page is filtered to display the Prime Subcontractor family hierarchy instead of all subcontractors. Use the Clear Filters button to view all subcontractors in the draw.
New Columns added to Authorize Payments and Manage Payment pages: A new Final Payment Application column is added to both pages. Use this column to track payment applications that bill the remaining balance on the contract.

Last Published Wednesday, August 7, 2024