If you’re working with vendors or lower-tier subcontractors on a project and are required to collect any documentation from them (e.g. Certificates of Insurance, Certified Payroll), you can request, collect, and track those documents in Siteline. This article walks you through requesting a document from a vendor.
ℹ️ If you haven’t yet set up the requirement you’ll be requesting, read this article first:
Video guide
Step-by-step instructions
In the
Vendorsmodule, find and open the project you’d like to set up the document for.Click the
Documentstab. On the left, you can switch between all vendor requirements for this project. Select a requirement for which you’d like to request a document.If the requirement is recurring (e.g. weekly or monthly), you should see a section for each requirement period. At the top, you should also see the number of outstanding documents across all vendors.
Find the document you want to request, for a certain period and vendor. Hover over that vendor’s row and click
Request.You can change the recipient(s) of the email, edit the subject line, and add an optional note. Then click
Requestand the contact will receive an email requesting the document. They will be able to able to upload a completed document to Siteline, and you’ll be notified when it’s done.
💡 If you don’t want to request the document from the vendor, there are two other options that appear while hovering over the vendor’s row: (1) Tap the cloud icon to upload a completed document, which will also switch the requirement to completed (2) Tap the X icon to skip this requirement; it will no longer be considered outstanding and you won’t be prompted to request it from the vendor