In the Vendors module, find and open the project you’d like to set up the document for.

Click the Settings tab. This is where you can set up and edit the vendor documents required for this project.

Scroll down to the sections for Recurring documents and Standard documents.
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On the right, click Add requirement to set up a new required document.

Click the Type dropdown to select the type of requirement you’d like to set up. If your document doesn’t match any of the default types, you can select Miscellaneous.

For standard requirements, such as Certificates of Insurance and Labor Rates, documents will only be required once per project.

For recurring requirements, you can update the start date for the requirement. By setting up a weekly or monthly requirement with the right start date, Siteline will allow you to request exactly the documents you need and help you track completed and outstanding periods.

You can optionally add a custom name for any requirement that will be shown to vendors when the document is requested.

If you’d like to include a specific form that the vendor should be completing, you can upload it here as well. That template will be included in every request email so the vendor can download it, complete it, and upload the final copy to submit back to you.

When you’re finished setting up the requirement, click Add and the requirement will appear in the appropriate section.

You can view which documents are required for each vendors at the top of the page. In the screenshot below, all requirements are required for both vendors. If you’d like to customize the requirements per vendor, simply uncheck All documents in the requirements column and you’ll be able to select exactly which documents are required for that vendor.

Once your requirement is set up, you can view outstanding documents in the Documents tab and request them at any time.