View Documents in the ClearToPay™ Portal
The Documents page provides a list of all the documents that have been uploaded through the portal for your company. The grid displays the document type, upload date and the individual who uploaded the document. This page also provides the ability to upload miscellaneous documents that are not associated with insurance, certified payroll or lien waivers.
To see documents associated with the vendor tiers beneath you, navigate to that tier vendor's dashboard and go to their Documents tab.
Note
If there are any Notes or Document Matches associated with a document, they are visible in the sidebar when you select it in the grid. See How to Use the Sidebar in Sage Paperless Construction for more information.
From one of the job or vendor pages, click .
A page similar to the following displays:
From the vendor Documents page, you can do the following:
To search for a specific document, enter a keyword in the Search field. Then, press
Enteror click the Search
icon.
Click to upload one or more files from your local drive directly to this page. You must enter a description in the Document Description field and additional information in the Notes field prior to clicking .
Click to print the Documents grid.
Click to export the information shown in the grid to Excel, CSV or PDF.
Click the Download icon to download a copy of the document to a local drive.
Click the View Document icon to open the document in a new viewer dialog.