On a subcontractor’s page
The Certificates panel on the right shows the first page of the newest certificate on file for that subcontractor.- Use the arrows under it to step through the others. The counter shows where you are, for example 2 of 4.
- Click the page to open it in full. Every page of the file is shown, and the left and right arrow keys move between certificates.
- Add a file stores a new one (PDF, PNG or JPEG, up to 10 MB).
- Under the page you see the file name, whether you added it or the subcontractor sent it, the date, and its state: Not read yet, Read or Recorded.
Download saves the file. A file name under Documents on file opens the same full view.
There is no separate reject button. If a certificate falls short, record it: the gaps appear as findings and, with chasing on, the subcontractor is emailed exactly what is missing.
The Certificates page
Certificates in the menu lists every certificate file across all your subcontractors, newest first.- Search by subcontractor or file name.
- Not read yet shows only the files waiting for someone to look at them, with a count.
- Choose a row to see it in the Preview panel beside the list. Click the page to read it in full. On a phone, choosing a row opens it in full straight away.
- Review and record in the full view opens that subcontractor’s page on the same file, where you can record it.
Notifications
The bell at the top of the app shows a count when a subcontractor has sent a certificate through an upload link.- Open it to see Certificate received from each subcontractor, with the file name and when it arrived.
- Choose one to go to that subcontractor’s page with the certificate open.
- The tick beside a notification marks it read. Mark all as read clears the count.