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home/Knowledge Base/CONTRACTOR MODULE/Add New Contractor – Existing in Database
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Add New Contractor – Existing in Database

April 3, 2015

If a contractor or supplier is already in the database with another client, you can search their company name, Business ID or ABN/ACN and add them to your system.

STEP BY STEP:

The contractor must then accept the invite and all data and documents will be visible to you.

NOTE:  Prior to a contractor accepting your invite they will be listed as “Pending” in the Status.

  • Conduct a Search for an existing contractor or supplier in the system.
  • Click on the blue “ADD NEW” Button to open the search box.
  • Enter the contractor or suppliers name or ABN/ACN, or if you have their System ID, search by ID .
  • If they exist their name will display below the fields, double check the details and click on the ADD button next to their name.

NOTE: If they are not already in the database, they will not show in the table so please follow the steps detailed in “Add New Contractor or Supplier”

 

NOTE: The primary contact for this contractor or supplier will be sent an email to accept your invite.  This process is essential to protecting the privacy of the contractor or supplier.

 

 

 

 

 

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CONTRACTOR MODULE
  • Add New Contractor – Existing in Database
  • Archive Contractor Documents – Client Side
  • Archive Contractor Documents – Contractor Request
  • Add New Contractor or Supplier – Bulk Upload
  • Documents – Approving and Rejecting
  • Emails – Custom Email Content
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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee