Projects Page: Guides and How-Tos
Setting up new projects, why is a contract non-compliant, requirement groups, and more!
By Catherine and 1 other2 authors14 articles
- How to Go Live with a New ProjectSteps to initiate compliance requests for a new project or job
- Who Can Use the AI Review Assistant? User Access Explained for COI Tracking TeamsLearn who has access to the AI Review Assistant in Billy. No special user status or role is required. Access is enabled at the account level for your entire COI…
- Using the Billy AI Review Assistant for Company Level COI Tracking in the DirectoryLearn how the Billy AI Review Assistant works for company level and directory level COI tracking. See tailored AI questions, results, and citations for documents reviewed at the company level…
- Edit or Change an Email ContactEdit or change the contact on file for a contract (vendor) and understand when re-triggering emails are necessary.
- Non-Responsive VendorsWhen vendors don't respond to automated emails, how do you know, and what steps should be taken to continue moving forward?
- Requirement GroupsTracking project-specific and vendor-specific insurance in Billy
- Projects Page: In-Depth GuideEverything you need to know about tracking your projects and contracts in Billy.
- How to Determine Why a Contract (Vendor) is Not Compliant
- Project StatusesYou can now put your project's status in different states to pause notifications.
- How to Upload a Document to Billy
- Requirement Statuses in Document ReviewWaiving policies
- How to Review Documents
- Project-Level Non-Compliant Vendor ReportView and export a list of non-compliant vendors organized by project, automatically delivered to your team on the first Thursday of every month.
- Can Read and Request Only Users Subscribe to Email Notifications and Report Subscriptions in Billy?Users with Read and Request Only privileges in Billy can subscribe to email notifications, report subscriptions, upload notifications, and the weekly digest.