What the subcontractor sees
A direct upload path, a clear checklist of required documents, due-date context, and less ambiguity about what to send.
Vendor document collection
Let subcontractors upload COIs, W-9s, and licenses without another login.
Vendors rarely want one more portal. A direct upload link makes it easier to collect subcontractor documents faster and keep the follow-up shorter.
What your team sees
One place for requests, uploads, and follow-up instead of files scattered across multiple inboxes.
Why this beats another login
Every additional step reduces completion rates. If the goal is proof collection, the shortest legitimate path usually wins.
What it can collect
COIs, W-9s, licenses, endorsements, certifications, and customer- or project-specific onboarding files.
Good fit
Teams that want vendors to move through document collection with minimal training and minimal back-and-forth.
Once proof is in, then what?
See how the compliance status dashboard turns uploaded documents into a ready, expiring, or blocked signal the whole team can act on. The COI workflow guide covers the end-to-end process in more detail.
If subcontractors are slow to respond before job starts or renewals lapse, see how this fits the subcontractor onboarding workflow and the vendor document management workflow.