View Documents

View Documents

Administrators utilize this function to view documents that have been uploaded by Contractors and Subcontractors.  Only Administrators can delete eDocuments that have been uploaded. 

When you click on the View Documents button, you can select filters from the drop-down lists to only show the documents you are looking for.   The following list can be filtered on: 

• Project 
• Contractors
• Sub To / Contract ID
• Document type
• Status of the document
• Dates – Document date or Submittal date.
• Employee Name – Available if you are filtered to a specific Contractor.

Once filters have been selected, click on Load Data to view the documents that have been uploaded.

Some fields are editable when clicking on Details. 

Within the details tab, the Administrator and/or Prime Approver can accept or reject the uploaded eDocument.

The Contractor Notes section will show contractor’s comments, time stamped.

The Administrator Notices section will show Administrator comments, time stamped, which contractors can view.

A Confidential Admin Note can be added and will not be available for the Contractor to view.

Clicking on View will bring up the actual document that was uploaded.

Admin/Agency View