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DOCUMENTS
The Document page lists all required, returned, pending and approved documents associated with all Contractor's in the system.
From the Document page, administrators can:
- Add, edit and delete Documents
- Review Documents submitted by Contractors and approve or return them
- Generate reports on all Contractor Documents in the system
Add New Document
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Lucidity Contractor: Add New Document Coming Soon! |
To add a new Document, from the Document page:
- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields below)
- Click 'Save' to save the Document
The details captured for each Document may vary slightly between each system configuration. Fields marked with*are mandatory.
Definition of Fields
There are a range of fields that can be used to categorise Documents. These can assist when filtering or sorting Documents and can be edited via the Settings tab.
| Name | Definition |
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| Company Name | Select the name of the Company |
| Document Type | Select the Document Type |
| Issuer Name | Enter the Issuer Name |
| Issue Date | Use the date selector tool or enter the Issue Date |
| Expiry Date | Use the date selector tool or enter the Expiry Date All expiry dates for Documents will display as grey until approved. Once a Document is approved, expiry dates will: (a) Turn Red when the expiry date has passed (b) Turn Orange 30 days prior to the expiry date or (c) Remain Green at all other times |
| Document Number | Enter the Document Number |
| Notes | Add any relevant notes for the Document |
| Lapsed | Tick if the Document is to be Lapsed This will change the date of the document to grey, indicating it is a lapsed document. Note existing Documents will automatically be Lapsed if a new Document of the same type is uploaded and:
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| Upload a File | Upload a copy of the Document
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| Comments | Add any relevant comments for the Document |
| Document Status | Select Document Status as Approved, Pending, Returned or Required Refer to the Contractor Document Self-Service section page in this User Guide for more details. |
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