All of the Contract Management tools have the option to Require Files for users to submit when creating a Contract, Change Order, or Invoice in Projectmates. Let's discuss what this does and when would you use it.
Definition of required files.
Required Files are optional functionality that lists particular types of files that need to be included when submitting an item for approval.
Examples of Common Required Files include:
- Contractor's License
- Insurance
- Bond Information
- Signed Lien Waiver
- Delivery Receipt
Setting up required files is easy:
- Navigate to the Project Admin page of the project you wish to establish required files in.
Helpful Hint: You must be a project or site admin to access this page.
- Open the Contracts/PCO/CO or Invoices/Pay App section respectively
Helpful Hint: Required files setup under the Contracts/PCO/CO section will appear under all items created in that section.
- Use the + icon located to the right of the Required Files section
- Enter in a description of the file requirement
- Optionally, upload a template, sample, or direction file associated with this description.
- Hit Save. Any newly created items in this project will show the required file's description.
Helpful Hint: Projectmates does not enforce the required files are uploaded before allowing your team to approve the financial item. It will provide a green checkmark on the Attachments tab when required file is uploaded.