Document Sets for Owners

When working as a Main Contractor organisation, you will select the documents Subcontractors sign as a part of their payment application process.

Document sets offer users with the Create Projects user permission flexibility and control over which billing 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 VAT Invoice Only Sub-Tiers (VAT 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 VAT invoice option, but you can also add an additional document, supplement, pay-app cover sheet, and payment certificate. A document set for VAT Subs must include a VAT invoice, but you can also require a supplement.

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