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DOCUMENTS
The Document page lists all required, returned, pending and approved documents associated with all Contractorcontractor's in the system.
From the Document page, administrators can:
- Add, edit and delete Documentsdocuments
- Review Documents documents submitted by Contractors contractors and approve or return them
- Generate reports on all Contractor Documents contractor documents in the system
Add New Document
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Lucidity Contractor: Add New Document
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To add a new Documentdocument, from the Document page:
- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields below)
- Click 'Save' to save the Documentdocument
The details captured for each Document 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 Documentsdocuments. These can assist when filtering or sorting Documents documents and can be edited via the Settings tab.
| Name | Definition |
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| Company Name | Select the name of the Companycompany |
| Document Type | Select the Document Typedocument type |
| Issuer Name | Enter the Issuer Nameissuer name |
| Issue Date | Use the date selector tool or enter the Issue Dateissue date |
| Expiry Date | Use the date selector tool or enter the Expiry Dateexpiry date All expiry dates for Documents documents will display as grey until approved. Once a Document 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 Numberdocument number |
| Notes | Add any relevant notes for the Documentdocument |
| Lapsed | Tick if the Document document is to be Lapsedlapsed This will change the date of the document to grey, indicating it is a lapsed document. Note existing Documents documents will automatically be Lapsed lapsed if a new Document document of the same type is uploaded and:
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| Upload a File | Upload a copy of the Documentdocument
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| Comments | Add any relevant comments for the Documentdocument |
| Document Status | Select Document Status document status as Approved, Pending, Returned or Required Refer to the Contractor Document Self-Service page in this User Guide for more details. |
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Lucidity Contractor: Edit and Delete Documents  |
To edit an existing Documentdocument, from the Document page:
- Locate the specific Document document using relevant filters
- Click 'Edit' to the far right of the Documentdocument
- Adjust fields as required
- Click 'Save'
Delete Documents
To delete an existing Documentdocument, from the Document page:
- Locate the specific Document document using relevant filters
- Click 'Actions' to the far right of the Documentdocument
- Click 'Delete'
- Confirm the deletion
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Deleting a Document document cannot be undone - always use the delete function with caution. Deleting a Document document will also delete all attachments associated with it. It is recommended Documents documents are lapsed rather than deleted. If a Document document is deleted in error, a new entry will need to be created. |
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An Excel list report is available from the Documents Pagepage. Reports will reflect filtered search options as displayed on the lower half of the Document page.
To generate a Reportreport, from the Document page:
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