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Edit or Delete Required Compliance Documents from 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 and adding one (1) or more compliance requirement documents, you can edit or delete documents. 

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

Edit a Required Compliance Document

  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 template, locate the required compliance document to modify and click Edit. 
  6. In the Document Details card, make any changes:

    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 Save.
  8. Repeat the steps above to add additional requirements documents to the template.

Delete a Required Compliance Document

  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 template, locate the required compliance document to modify and click the trash can icon-delete-trash6.png icon. 
    delete-compliance-document.png
  6. In the Delete Compliance Requirement? prompt, click Delete.
    A GREEN success banner confirms successful deletion.
     Caution
    The delete action is permanent. Once you click Delete, the document and its details cannot be restored. 
  7. Repeat the steps above to delete any additional requirements documents from the template.

 

See Also