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Projects Page: Guides and How-Tos
Setting up new projects, why is a contract non-compliant, requirement groups, and more!
How to Go Live with a New ProjectSteps to initiate compliance requests for a new project or job
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