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How to request custom document types from companies
How to request custom document types from companies

Request custom document types from companies easily. This guide shows you how to ask for specific documents from companies for better project management.

Gilad Goldman avatar
Written by Gilad Goldman
Updated this week

Step 1: Access Your Project Home

  1. Open your BuildPass application.

  2. Navigate to the Project Home section.

Step 2: Select Your Company

  1. Scroll down to the Companies section.

  2. Locate and select the Company you want to invite.

Step 3: Invite the Company to the Project

  1. Tick the checkbox next to the company's name.

  2. Click on Invite to Project.

Step 4: Request Custom Document Types

  1. In the invitation window, look for the section labelled Custom Document Types.

  2. Enter the type of document you need.

  3. Click on Send Invite.

Step 5: Review Submitted Documents

  1. Once the company contact submits the requested document, go to the Documents section of your project.

  2. Navigate to the Other Documents subsection.

  3. Here, you will see the uploaded custom document

Additional Support

  • If you have any questions or need further assistance, use the green chat box located in the bottom right-hand corner of the screen to reach out for support.


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