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Add Required Compliance Documents to Compliance Templates

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 General Availability in Select Markets (United States)
flag-us.png Procore Pay icon-external-link.png  is available in the United States. It is designed for General Contractors and Owner-Builders who act as their own General Contractors on a job. Procore Pay extends the Invoice Management icon-external-link.png functionality in the Procore web application to handle the payment process between general and specialty contractors.

Objective

To add a required compliance document to a compliance template as a Company Admin using the Company level Admin tool. 

Background

After creating a compliance template, you can add the required compliance documents to the template. Once assigned to a project, this guides your compliance manager to ensure the required documentation is added to a commitment. It also provides your team with the ability to track the commitment's compliance status with the 'Contract Compliant' payment requirement in Procore Pay.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • Compliance templates are only available with Procore Pay.
    • You can create multiple compliance templates to assign to your Procore projects. However, you can only assign one (1) template to a project.  

Steps

  1. Navigate to the Company level Admin tool. 
  2. Under Tool Settings, click Contracts.
  3. Click Compliance Templates.
  4. Locate the template to update and choose one of these options:
    • Manage. Click this button to open the template.
    • Template Name. Click this button to open the template. 
  5. In the General tab, scroll to the Required Compliance Documents card, click Add Requirement.
    This opens the Create New Requirement window. 
  6. In the Document Details card, enter the following:

    document-details-card.png
     
    • Document Type. Select one (1) of these document types from the list: Bond, Project Insurance, License, Master Agreement, Permit, Safety, W-9, or Other. 
      Document Name. Type a name for the document. 
    • Commitment Type. Select one (1) of these options from the list: Purchase Order, Subcontract, or Subcontract & Purchase Order. This defines the commitment type for the requirement.
    • Receive Expiration Notices. Optional. To receive an expiration notice by email, mark this check box. 
  7. Click Create.
  8. Repeat the steps above to add additional requirements documents to the template.