Document Creation (Admin Only) #

Open Add Document from the sidebar to create a document. Select the document type and service, then upload the file. The service defaults to Contracting for users who belong to the contractor's team.

When you choose a document type, additional, type-specific fields appear so the platform can generate the correct reference. Complete every field and select the appropriate options before saving. Admin users can configure new document types; see Document Types Management for the full process.