Creating Conditional Document Requirements

To create a conditional document requirement:

  1. Navigate to the Document Requirements Page
  2. From the Set Up Document Requirements page, select the Conditional tab.
  3. Select Add Conditional Requirement.

    A new line displays.

  4. In the new line, complete all required fields.
  5. Select Save Settings.
    • A Status page displays, confirming requirements have been saved.
    • The application sends an email notification to all Subcontractors about the new requirements. The email reminds Subcontractors to update their documents the next time they log in.