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  • https://support.procore.com/products/online/procore-pay/tutorials/edit-or-delete-required-compliance-documents-from-compliance-templates
    Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors. In the Required Compliance Documents ca...Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors. In the Required Compliance Documents card, find the requirement to update and click Edit. In the Criteria card, choose the Collect At requirement to determine if Procore Pay tracks the requirement: In the Required Compliance Documents card, locate the document to delete and click the trash can icon.
  • https://support.procore.com/products/online/procore-pay/tutorials/add-required-compliance-documents-to-compliance-templates
    How to add a required compliance document to a compliance template as a Company Admin using the Company level Admin tool.
  • https://support.procore.com/products/online/procore-pay/tutorials/review-a-compliance-document-for-a-subcontractor-invoice
    How to review a compliance document for a subcontractor invoice as a payor.
  • https://support.procore.com/products/online/procore-pay/tutorials/assign-a-compliance-template-to-a-procore-project
    How to assign a compliance template to a Procore project as a Company Admin with the Company level Admin tool.
  • https://support.procore.com/products/online/user-guide/company-level/payments/faq/who-can-manage-compliance-on-commitments-with-procore-pay
    Describes the role of a compliance manager, who is responsible for reviewing, auditing, and managing contract and insurance compliance on a project's commitments.
  • https://support.procore.com/products/online/procore-pay/tutorials/change-compliance-template-names
    How to change the name of a compliance template in the Company level Admin tool.
  • https://support.procore.com/products/online/procore-pay/tutorials/upload-a-compliance-document-to-a-subcontractor-invoice
    How to upload a compliance document to a subcontractor invoice when using the Invoice Management tools with Procore Pay.
  • https://support.procore.com/products/online/user-guide/company-level/payments/tutorials/configure-payment-requirements-as-a-payor
    How to configure the payment requirements to apply to your company's subcontractor invoices as an administrator for the payor.
  • https://support.procore.com/products/online/procore-pay/tutorials/what-are-best-practices-for-compliance-templates-in-procore-pay
    Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors. When designing compliance templates for...Procore Pay extends the Invoice Management functionality in the Procore web application to handle the payment process between general and specialty contractors. When designing compliance templates for Procore Pay, define broad template requirements that can be applied to all commitment contracts or all invoices. For example, if you widely collect performance or payment bonds for public sector work, add your bond requirements for commitments on the template.
  • https://support.procore.com/products/online/procore-pay/tutorials/manage-compliance-documents-and-statuses-on-subcontractor-invoices
    In the payor's environment, invoice administrators on a Procore project can add compliance documents for a payee to ensure payment requirements are met and verified on project invoices from the Commit...In the payor's environment, invoice administrators on a Procore project can add compliance documents for a payee to ensure payment requirements are met and verified on project invoices from the Commitments or Invoicing tool. Payments Admins and Disbursers with invoice administrator permissions on a project can also perform this action for payees with tools and the Payments tool.
  • https://support.procore.com/products/online/procore-pay/tutorials/manage-insurance-documents-and-compliance-statuses-for-a-commitment
    How to review and track the insurance compliance status for a commitment when using Procore Pay.