Skip to main content

Projects Page: Guides and How-Tos

Setting up new projects, why is a contract non-compliant, requirement groups, and more!

2 authors12 articles
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
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.