You can request documents from a contractor when you add them to a job. See related articles for more context:
- Add a new job (See Add a new job for details)
- Edit job details (See Edit job details for details)
In a job, you can request documents from the carrier-contractors. When they upload the documents, you get email notifications and you see the documents directly in the job details in your Denim account.
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Sending documents request
In the job details form, locate the Document Details section.
Click on the Request Documents button to send the documents request to the job's contractors. The Request Contractor Documents modal opens as below.
The Include email setting is enabled with means that the contractor's email is already set as a recipient of this request. In Email, you can enter another email address as the recipient. To add multiple recipients, separate each ID by a comma.
Click on the Request Documents button to send this request.
The request details show in the Requested Documents section which shows:
You can see following details about the requested documents.
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About Upload Link Status
The Upload Link Status remains Active until the job is submitted. When the job is submitted, the upload link status becomes Inactive.
If you submit a job and revert it draft, the link again becomes Active.
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Request email status details
There are three icons to show you the status of request email.
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- Closed envelope: The email has been successfully delivered but is not opened.
- Open envelope: The email has been opened.
- Triangle with exclamation point: The email did not deliver.
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Receiving Documents from Contractors
When you send a document request, each contractor who receives your email see an option to upload the requested documents. They see this email as a unique URL which means that they cannot know about the other recipients' identity if you send this request to multiple recipients.
Also, the contractors do not need to login to Denim to upload any document. They just need to click on a link in the email, and the link opens a web page where they can upload documents.
When they upload the requested documents, you get an email notification that shows the basic job details and link to the job in your job board. Here is an example of email that you receive.
Open the job to see its details. In the Billing Documents and Supporting Documents sections, the documents are divided into two internal lists—My Uploads and Requested Documents.
In either list, check the requested documents that the contractors have shared.
To remove an inaccurate or incomplete document or if a document is not required in this job, click on the Cross icon to remove it from the job.
Once you have reviewed the documents to confirm if they are accurate and complete, you can submit the job for funding.