{"id":36095,"date":"2021-07-09T11:42:29","date_gmt":"2021-07-09T10:42:29","guid":{"rendered":"https:\/\/www.okappy.com\/?post_type=avada_portfolio&#038;p=36095"},"modified":"2021-07-09T13:13:14","modified_gmt":"2021-07-09T12:13:14","slug":"adding-documents-subcontractor","status":"publish","type":"avada_portfolio","link":"https:\/\/www.okappy.com\/support-article\/adding-documents-subcontractor\/","title":{"rendered":"Adding documents for a subcontractor"},"content":{"rendered":"<div class=\"fusion-fullwidth fullwidth-box fusion-builder-row-1 nonhundred-percent-fullwidth non-hundred-percent-height-scrolling\" style=\"background-color: rgba(255,255,255,0);background-position: center center;background-repeat: no-repeat;padding-top:0px;padding-right:0px;padding-bottom:0px;padding-left:0px;margin-bottom: 0px;margin-top: 0px;border-width: 0px 0px 0px 0px;border-color:#eae9e9;border-style:solid;\" ><div class=\"fusion-builder-row fusion-row\"><div class=\"fusion-layout-column fusion_builder_column fusion-builder-column-0 fusion_builder_column_1_1 1_1 fusion-one-full fusion-column-first fusion-column-last\" style=\"margin-top:0px;margin-bottom:20px;\"><div class=\"fusion-column-wrapper fusion-flex-column-wrapper-legacy\" style=\"background-position:left top;background-repeat:no-repeat;-webkit-background-size:cover;-moz-background-size:cover;-o-background-size:cover;background-size:cover;padding: 0px 0px 0px 0px;\"><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-1 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Adding documents for a subcontractor<\/h1><\/div><div class=\"fusion-text fusion-text-1\"><p>If you have lots of subcontractors, it&#8217;s often important to maintain documents such as certificates, plans or other files in one place which is secure and easily accessible.<\/p>\n<p>With Okappy all your information is available at the touch of a button. \u00a0You can add documents, attachments and images to jobs and then quickly retrieve them when required. \u00a0Likewise you can store documents and attachments with each employees record.<\/p>\n<p>Read on to find out how to add and view documents or attachments for your subcontractors.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-2 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Adding a document or attachment for your subcontractor<\/h1><\/div><div class=\"fusion-text fusion-text-2\"><p>To add a document or attachment when logged into Okappy.<\/p>\n<ul>\n<li>Go to the connections screen by clicking the Connections icon ( <img class=\"lazyload size-full wp-image-26586\" title=\"Connections icon\" src=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%2720%27%20height%3D%2720%27%20viewBox%3D%270%200%2020%2020%27%3E%3Crect%20width%3D%2720%27%20height%3D%2720%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/users-orange-icon1.png\" alt=\"Connections icon\" width=\"20\" height=\"20\" \/>\u00a0) at the top right of the screen<\/li>\n<li>Select <strong>Subcontractors<\/strong><\/li>\n<li>Find your subcontractor<\/li>\n<li>Click <strong>Add document<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-36099 size-full\" title=\"Employees Add View Documents\" src=\"https:\/\/okappyimages.okappy.com\/subcontractor-add-document.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/subcontractor-add-document.png\" alt=\"subcontractor add document\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/subcontractor-add-document-200x142.png 200w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-300x212.png 300w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-400x283.png 400w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-600x425.png 600w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-768x544.png 768w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-800x567.png 800w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/subcontractor-add-document.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Click <strong>Browse<\/strong> or drag and drop your document or attachment into the <strong>Add file<\/strong> window<\/p>\n<p><img class=\"lazyload wp-image-36089 size-full\" title=\"Employees Add Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-upload-file.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-upload-file.png\" alt=\"customer upload file\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-upload-file-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-upload-file-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-upload-file-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-upload-file-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-upload-file-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-upload-file-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-upload-file-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-upload-file-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-upload-file.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Your document or attachment will be added to your subcontractor&#8217;s record.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-3 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing subcontractor documents from the subcontractors connections screen<\/h1><\/div><div class=\"fusion-text fusion-text-3\"><p>To view documents which you&#8217;ve previously added for a subcontractor,<\/p>\n<ul>\n<li>go to the <strong>Connections<\/strong> screen,<\/li>\n<li>select <strong>Subcontractors<\/strong>.<\/li>\n<li>Find your subcontractor, and then<\/li>\n<li>click <strong>View documents<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-36098 size-full\" title=\"Employees Add View Documents\" src=\"https:\/\/okappyimages.okappy.com\/subcontractor-view-documents.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/subcontractor-view-documents.png\" alt=\"subcontractor view documents\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-200x142.png 200w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-300x212.png 300w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-400x283.png 400w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-600x425.png 600w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-768x544.png 768w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-800x567.png 800w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p><img class=\"lazyload wp-image-36087 size-full\" title=\"Employees View Documents\" src=\"https:\/\/okappyimages.okappy.com\/customer-documents-report.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/customer-documents-report.png\" alt=\"customer documents report\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/customer-documents-report-200x142.png 200w, https:\/\/okappyimages.okappy.com\/customer-documents-report-300x212.png 300w, https:\/\/okappyimages.okappy.com\/customer-documents-report-400x283.png 400w, https:\/\/okappyimages.okappy.com\/customer-documents-report-600x425.png 600w, https:\/\/okappyimages.okappy.com\/customer-documents-report-768x544.png 768w, https:\/\/okappyimages.okappy.com\/customer-documents-report-800x567.png 800w, https:\/\/okappyimages.okappy.com\/customer-documents-report-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/customer-documents-report-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/customer-documents-report.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Click the filename to view the document or right click and then <strong>save as<\/strong> to save it down to your computer.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-4 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Viewing the subcontractor documents report<\/h1><\/div><div class=\"fusion-text fusion-text-4\"><p>Alternatively, you can use the reports screen to view the Subcontractors documents report.<\/p>\n<p>To view your customer documents report,<\/p>\n<ul>\n<li>Click <strong>Reports<\/strong><\/li>\n<li>Select <strong>Other<\/strong><\/li>\n<li>Click <strong>Subcontractor documents<\/strong><\/li>\n<li>Choose your subcontractor<\/li>\n<li>Click <strong>Generate report<\/strong><\/li>\n<\/ul>\n<p><img class=\"lazyload wp-image-36097 size-full\" title=\"Reports View Employee Documents\" src=\"https:\/\/okappyimages.okappy.com\/subcontractor-report-documents.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/subcontractor-report-documents.png\" alt=\"subcontractor report documents\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-200x142.png 200w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-300x212.png 300w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-400x283.png 400w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-600x425.png 600w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-768x544.png 768w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-800x567.png 800w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/subcontractor-report-documents.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Your subcontractor documents will be displayed.<\/p>\n<p><img class=\"lazyload wp-image-36098 size-full\" title=\"Employees View Documents\" src=\"https:\/\/okappyimages.okappy.com\/subcontractor-view-documents.png\" data-orig-src=\"https:\/\/okappyimages.okappy.com\/subcontractor-view-documents.png\" alt=\"subcontractor view documents\" width=\"1409\" height=\"998\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%271409%27%20height%3D%27998%27%20viewBox%3D%270%200%201409%20998%27%3E%3Crect%20width%3D%271409%27%20height%3D%27998%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-200x142.png 200w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-300x212.png 300w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-400x283.png 400w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-600x425.png 600w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-768x544.png 768w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-800x567.png 800w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-1024x725.png 1024w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents-1200x850.png 1200w, https:\/\/okappyimages.okappy.com\/subcontractor-view-documents.png 1409w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 1409px) 100vw, 1409px\" \/><\/p>\n<p>Click the filename to view the document or right click and then<strong> save as<\/strong> to save the document or attachment down to your computer.<\/p>\n<\/div><style type=\"text\/css\"><\/style><div class=\"fusion-title title fusion-title-5 fusion-sep-none fusion-title-text fusion-title-size-one\" style=\"margin-top:0px;margin-right:0px;margin-bottom:31px;margin-left:0px;\"><h1 class=\"title-heading-left fusion-responsive-typography-calculated\" style=\"margin:0;--fontSize:36;line-height:1.39;\">Further information<\/h1><\/div><div class=\"fusion-text fusion-text-5\"><p>To find out about other reports available within Okappy, check out our <a href=\"https:\/\/www.okappy.com\/support\/reports\/\">reports help and support<\/a> pages.<\/p>\n<\/div><div 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