This guide is based on the New ComplyFlow (NCF) Dashboard. If you’re using the Old ComplyFlow (OCF) Dashboard, refer to this guide: Uploading Documents on Behalf of Contractors (OCF)
Easily manage Supplier documents within ComplyFlow by uploading files on their behalf. Follow these step-by-step instructions to efficiently upload, review and approve Supplier documents.
You will need the Companies > Add & Edit Supplier Companies permission to perform upload documents on behalf of Suppliers (also known as Contractors in OCF).
For detailed information on permissions, refer to the Staff Permissions Overview.
Locate Supplier Records
Please refer to Managing Existing Contractors to navigate the Supplier register.
Upload Documents
1. Select View next to the Supplier.
2. Select the Documents tab.
3. Find required document, and to its left, select Actions > Upload on Behalf Of.
4. Enter document details in the Upload Document(s) popup window.
Document Type: Select the category of the document (e.g., certificate, license, agreement)
Expiry Date: Enter the document's expiration date
Check No Expiry Date if applicable
Comment (optional): Add relevant notes or context about the uploaded document. This will show in the tooltip when you hover over the pending upload badge in the Documents view.
Upload Document(s): Confirm and upload the selected document(s)
Maximum files per document request: 20
Total file size limit: 60MB
Pre-approval: Automatically granted if you're the Supplier or Owner or have project approval rights.
Remove Uploaded Documents
To remove an incorrectly uploaded document (prior to approval), select Actions > Remove File beside the document. A confirmation popup will appear. Select Actions > Delete to permanently delete the file. Select OK to proceed.
View Document History
1. Select the View History button at the bottom left of the Document table to view expired and rejected documents.
Document History - Hidden Details
2. Select Show All Details to display the details of the document.
Document History - All details showing