Quick Answer
✔️ The document request landing page provides vendors or subcontractors with compliance requirements, contact details, a due date, and an option to upload required documents.
Step-by-Step Instructions
1️⃣ Accessing the Landing Page
When a document request is sent, the recipient receives an email with a link to the landing page.
2️⃣ Understanding the Landing Page Components
Displays the due date set during the request.
Shows the requesting organization's primary contact details.
Includes a customizable message from the sender.
Lists all compliance line items required for the request.
3️⃣ Uploading Documents
The recipient can click Select, choose a file, and upload it directly.
They also have the option to forward the request to a broker if needed.
4️⃣ Tracking Uploaded Documents
Once uploaded, the document appears in the appropriate party drawer for review.
If enabled, Automated reminders stop once a document is uploaded but will continue for expiration notices.
5️⃣ Reviewing Broker Information
If the uploaded document contains broker details, they will be added under Contacts and Messages, allowing the sender to follow up directly.
Troubleshooting & FAQs
💡 Issue: The recipient cannot find the email with the document request link.
→ Solution: Ask them to check their spam or junk folder, or resend the request from the document request page.
💡 Issue: The recipient uploaded the wrong document.
→ Solution: They can re-upload the correct document by accessing the same landing page link.
💡 Issue: The document request reminders are still active after uploading.
→ Solution: Reminders for expired documents remain active. The status updates once the document is reviewed.
Additional Resources
📚 Related Articles:
💬 Still Need Help?
Contact support at [email protected] or use the in-app chatbot for further assistance.