Configure the External Portal
The ClearToPay™ Portal is an automated compliance management tool that allows you to delegate document collection and verification tasks directly to your subcontractors and vendors. Administrators enable access at both the company and job levels, then grant specific portal rights to vendor contacts within their address book.
Once the user is active, you designate specific download queues where incoming vendor files, such as signed lien waivers or updated insurance certificates, are delivered for internal review.
Note
A contact for a subcontractor can belong to more than one job in ClearToPay. Portal access rights are managed and maintained on a per-job basis.
Enable External Portal Access at the company level as described in ClearToPay™ Configuration.
Within Job Settings, enable portal access for the specified job(s) as described in Configure Standard Job Settings.
For a particular contact at the vendor level, grant portal access Vendor Settings.
Note
The contact receives an email invitation with a link to set up their username and password to access the Sage Paperless Construction portal.