How do I view a contractor's documents section?

Introduction

As you’ve seen, the Contractors landing page gives clients a list view of the contractors they are connected with and some critical, high-level metrics. Clients can also select a particular contractor and delve deeper into the powerful data and key insights that Highwire offers.

Once you click on a particular contractor, you will be brought to the contractor's Overview tab, often called their “profile.” (In the screenshots throughout this article, we will use Broten Electric and District Plumbing, fictitious companies, as our example contractors.)

The contractor’s profile is a central hub for accessing key information about that contractor. A horizontal navigation bar across the top of the page includes Risk Overview, Company, Safety, Finance, Insurance, Projects, and Documents. In this article, we will focus on the contractor’s Documents tab.

Documents Tab

Documents is a centralized repository where clients can search, filter, access, review, and upload a contractor’s documents. The Documents tab shows up to five years of documents, and document access is set up by Highwire’s global access rules, which the client administrator can further define to ensure that permission to a specific document is limited appropriately by user roles:

Search

The search functionality is the first thing you’ll notice on the Documents tab. This is a simple way to find one specific document or a group of related documents you’re interested in. Simply type in the search term and hit enter, and your list view will be filtered accordingly (in fact, the search begins before you even hit enter). You’ll notice from the example search below that your results will include all documents with your search term in either their name or category:

Filters

Like all list views in the Highwire application, a user can use the filter functionality to refine their list of documents. The three primary filters on the Documents page are Category, Source, and Project. If you’d like to set a filter, simply click the dropdown arrow, 𝖵, make your specific selection(s), and click anywhere outside the filter box. You will immediately notice that your list has been filtered to show only those documents that meet your filter criteria. You’ll also see a Clear button appear to the right; note that the filters will remain set until you’ve hit the Clear button.

Source

The next dropdown allows you to filter by source, so you can quickly parse your documents by where the document originated from in the application. For example, if a Certificate of Insurance is uploaded under the Insurance tab in the application, its source will be Insurance, or if a Corrective Action Plan is uploaded in the Safety Tab, its source will be Safety:

Projects

Finally, if you want to filter your list to show documents associated with a specific project(s), simply click on the Project dropdown and select the project(s) you want to see:

Add a Document

Clients can easily add new documents from the Documents tab by clicking the blue Add Document button in the upper right-hand corner. A pop-up will open that will prompt you to upload a file. After you upload the document, you can opt to connect the document to a specific project using the first dropdown.

Each document must be connected to a category in the second dropdown before you are allowed to save the document:

Manage Categories

Highwire has created default categories to automatically categorize documents as they are uploaded in various areas across the platform (e.g., safety manuals, financial statements, certificates of insurance, etc.). As mentioned earlier, client administrators can also create or edit categories for their documents by clicking on the gear symbol next to the Add Document button:

A slideover will then open that allows you to edit or delete an existing category by clicking on the three dots next to the category:

If you want to create a new category, scroll to the bottom of the list and click on the blue Add Category option:

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