Features built for compliance
Every feature is designed around one goal: making contractor document management effortless for your team and your contractors.
Make it effortless to get documents from contractors
Request documents from contractors the moment you need them, with zero friction on their end.
Document Requests
Request a document, fill out details, and send to contractors in one streamlined workflow. Easier than email with built-in tracking and instant upload notifications.
Secure Upload Links
Contractors receive a branded email with a one-time use link. After upload and marking complete, the link expires for security.
Bulk Import
Upload your contractor list from a CSV or spreadsheet and get everyone set up at once.
Multiple Document Types
Professional plans include W9s, liability certificates, workers comp, and custom document types. Starter plan includes standard document types.
Never let a document slip past its expiration date
Know exactly where every contractor stands at all times — no spreadsheet maintenance required.
Manual Date Tracking
Add expiration dates when accepting document types.
Compliance Dashboard
A live view of every contractor's compliance status — green for current, yellow for expiring soon, red for expired.
Expiring Soon Alerts
Receive notifications when documents are approaching expiration, so you can take proactive action before it's too late.
Audit Trail (Enterprise)
Enterprise plans will include audit trails showing all document changes and compliance data for advanced record-keeping.
Put renewal follow-ups on autopilot
Set it up once and the system keeps your contractors current without you lifting a finger.
Email Notifications
Get notified instantly when a contractor uploads a document you requested, so you can review it right away without checking the portal.
Document Expiration Reminders
Receive monthly compliance emails highlighting upcoming document expirations, helping you stay proactive on renewals without logging in daily.
Customizable Reminder Schedule
Set exactly when reminders go out — 3, 5, 7, 10, 14, or 21 days before expiration. You control the cadence.
Easy Re-requests
Re-request documents with optional custom messages. Add context before sending to contractors directly from the dashboard.
Secure, searchable, always accessible
Your documents are secure, organized, and accessible to the right people — whenever you need them.
Centralized Document Vault
All contractor documents in one place. Find any document in seconds by contractor name, type, or status.
Role-Based Access
Control who can view, upload, or manage documents. Add team members with the right permissions for their role.
Secure Cloud Storage
Documents are encrypted at rest and in transit. Hosted on AWS with enterprise-grade security standards.
Export & Download
Download individual documents. Bulk export for audits, tax season, and record-keeping.
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