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Request documents from a subcontractor

Send a document request to a subcontractor when inviting them or at any time after.

Written by Gilad Goldman
Updated yesterday

What this does

You can request documents such as SWMS, insurances, and SDS from subcontractors.

This helps ensure you collect the required documentation for your project.

How to use it

You can request documents when inviting a subcontractor or by sending a separate document request later.

Step-by-step instructions

  1. Log in to BuildPass.

  2. Open your project.

  3. Go to Companies.

  4. Click Assign to project.

  5. (Optional) Add the Company if they are not already listed.

  6. Click On this project tab.

  7. Click Invite to project next to the Company.

  8. Select the documents you want to request, such as:

    • SWMS

    • Insurances

    • SDS

  9. Click Send Invite.

Important to know

  • You can customise which documents are required for each subcontractor

  • Requesting insurances is optional

  • Subcontractors will only be asked to upload the documents you select

  • You can send additional requests at any time if documents are missing or need updating

Need help?

If you need assistance, use the black chat box in the bottom-right corner of BuildPass to contact our support team.

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