Creating Standard Document Requirements

To add a standard legal document requirement:

  1. Navigate to the Document Requirements Page
  2. From the Standard tab on the Set Up Document Requirements page, select Add Requirement.
  3. In the new line, complete all required fields.
  4. Select Save Settings.
    • A Status page displays, confirming the 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.