Working with Blockworx Contractors - Managing Blockworx Documents
This article is part of the Working with Blockworx Contractors section.
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Contractors linked with your company can upload and share documents related to insurance, safety, training or company accreditation.
If they've enabled notifications, they'll receive alerts when a document expires and needs to be replaced with a valid one.
Here's how to manage documents:
- Go to the Purchase Ledger tab.
- Select Blockworx Documents in the action bar:
- The documents will be listed on the left.
- Click on a document to view its preview on the right.
- Adjust the view by zooming in, zooming out or rotating the image as needed.
- Use the buttons under the preview to make these adjustments.
- Enlarge the window to full screen size and drag the slider at the bottom of the box on the left to reveal all columns, including the Valid From and Valid To dates:
- To authorise it, click Authorise.
- The document will turn green, indicating it's authorised.
- Click on another document in the list to make it turn green.
- Otherwise, click Ignore.
When a document is approved, it is automatically added to the Documents tab of the relevant purchase ledger account.
The expiry dates for the relevant documents will be set on the PL account, based on the date selected by the contractor when uploading them:
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