Subcontractor documents
With Okappy you might need to store documents for a subcontractor such as insurance certificates. You can easily see which documents have been stored for each subcontractor using the Subcontractor documents report.
To generate a subcontractor documents report, follow the steps below.
Generate a subcontractor documents report
To generate a subcontractor document report
- Click Reports in the menu bar
- Click Connections
- Select Documents in the subcontractor group
- Choose which period to cover,
- Select your subcontractor from the dropdown, and
- click the Generate report button
This will generate a report showing the documents for your subcontractor.
You can filter subcontractor documents by entering text into the search filter.
To delete a document, click the delete icon towards the right of the screen.
Further information
For further information about the reports you can generate from within Okappy, check the reports section of our support site. Alternatively, check out the questions and answers in our forum.