Managing contractor documents

Documents relating to individual contractors, such as brochures, can be added and managed through the Contractor Summary page.

Who can view and edit contractor documents?

Contractor documents can be viewed anyone with the Contractor - View Access user role permission.

They can be added and edited by anyone with the Contractor - Edit Access user role permission.

View contractor documents

1. Navigate to the Contractor Summary page for the contractor.

2. Click View Details.

   The Contractor Details page is displayed.

3. Click the Files icon.

   The Contractor Files page is displayed.

Add contractor documents

4. On the Contractor Files page, click Add Files and select Upload.

   The Add Files window is displayed

5. Click Choose Files to select the documents to add. You can also drag and drop documents from Windows Explorer.

   Warning If there are problems with any of the selected documents, you cannot upload them. Errors are indicated by a red warning triangle . Move the mouse over the icon to see an explanation of the error, and make the correction before trying to upload the documents.

   You can click to remove a single document, or click Remove All to remove all of them.

6. Edit the Names of the documents if required.

7. Select the check boxes to apply the following properties to the documents:

   • Visible in Contractor Portal

     If you do not select this check box, AVEVA Contract Risk Management will not display the document when a contractor user views their company documents. This permission has no effect on company users' access to the document.

   • Enable Version Tracking

     If version tracking is enabled, a (V*) suffix is appended to the document name. If the document has only one version, it will be displayed as (V1). As new versions are added, the version number is incremented by one (V2, V3, ...).

8. Click Add x Files to upload the documents to AVEVA Contract Risk Management.

   Progress bars display the progress of the document uploads. If the uploads are taking too long, you can click Cancel to stop the upload of any documents which have not yet successfully been uploaded. This button is only visible when there are pending uploads.

9. If any of the document uploads failed, you can click Retry X Failed to attempt the uploads again.

10. Click Close once all the uploads are complete or cancelled.

Edit contractor documents

To edit contractor documents:

11. On the Contractor Files page, click the icon for the document you want to edit.

    The File Details page is displayed.

12. Click the icon to edit the document. See Edit documents for more information.

Delete contractor documents

To delete a contractor document:

13. On the Contractor Files page, click the icon for the document you want to delete.

    The File Details page is displayed.

14. Click the icon.

    A warning message is displayed.

15. Click OK.

    A confirmation message is displayed.