What each client needs from you, and who sees your documents
One table of every organisation you work with and what each needs, so one upload fixes them all. Choose which organisations see each document.
1 min readLast updated
Applies to: Free: no pack needed · Contractors
Open Documents, then What each client needs (or the link on Home). Each row is something you're asked for, each column is an organisation you've accepted, and each cell shows where you stand there: current, expiring, waiting for their approval, missing, expired or rejected. Not asked means that organisation doesn't need it.
Fix several organisations with one upload
- Step 1: Look at the heading: it says how many things there are to fix.
- Step 2: On a row that needs fixing, select Upload once (or the button that does it, such as Do the site induction).
- Step 3: Upload the current copy. It counts everywhere it's asked for, and each organisation decides on it for itself.
One organisation approving a document doesn't approve it anywhere else. Something only one organisation asks for that isn't a document (a signed policy, say) shows only in its column.
Your workers' tickets
Organisations may ask for tickets from each of your workers (a white card, say). They show under Your workers' tickets. Upload each worker's ticket once and every organisation that asks sees it. See Your workers and their worker passes.
Who sees your documents
- Step 1: Under Who sees your documents, find the document.
- Step 2: Untick an organisation to keep the document from it (it shows Kept from them), or tick it to share it again.
- Step 3: Select Save who sees it.
A document you keep from an organisation shows there as not on file. If that organisation asks for it, it shows as missing there (the page warns you). Nothing else changes.