Retrieving Contractor Documents – Individually and Bulk Retrieval

If you have the retrieve function enabled, you can choose between manually retrieving individual documents or bulk retrieval.

RETRIEVING INDIVIDUAL DOCUMENT – STEP BY STEP:

1. Search for the contractor.
2. Go to the relevant document to be retrieved from the Archived Table ( Archived Insurances, Archived Licences, Certs, Permits Etc, or Archived Safety and General Documents ).
3. Tick the checkbox next to the Retrieve Icon then click retrieve for each document.
4. Confirm Retrieve.

RETRIEVING BULK DOCUMENTS – STEP BY STEP:

1. Search for the contractor.
2. Go to the relevant documents to be retrieved from the Archived Table ( Archived Insurances, Archived Licences, Certs, Permits Etc, or Archived Safety and General Documents ).
3. Tick the checkbox for all documents to be retrieved.
4. Once all documents are selected click RETRIEVE ALL blue button on top of the table.
5. Confirm Retrieve.

NOTE:  Bulk Retrieve is an optional function, this will only be available to clients that have this feature enabled.

IMPORTANT NOTE, when documents are retrieved, they become an active/current document. Therefore, Clients have to approve once again individually or by bulk approval for data and system protection. The same procedure as approving and rejecting documents.

Read Knowledge Base article: Approving and Rejecting documents