Working with the Assign Document Sets Page for Main Contractors

Assign Document Sets for Main Contractors

  1. Search Bar: Use the search bar to filter the table to items based around your search term. You can search by organisation name, contract number, contract description, or document set.
  2. Document Sets Button: Select the Document Sets button to navigate to the Document Sets page. There, you can edit or create document sets you will later assign to either a Subcontractor or a VAT Invoice Only Sub-Tier (VAT Sub).
  3. Assign Document Sets Button: Use this button to assign a document set to the selected organisations.
  4. Assign Document Set Table: Lists all organisations working on your project, including the Sub-Tiers of your Subcontractors. You can assign document sets to both Subcontractors and VAT Subs as long as you have at least one document set up for that organisation type.
  5. Assign Document Sets Pane: Opens on the right side of the page when you select the Assign Document Sets button.