AuditSoft

Ronnie Tallman

Getting Started: For Contractors

Articles on connecting with clients within ContractorXchange

For Contractors: Provide Data for Hiring Client

Questionnaire Resources for Contractors

Document Management for ContractorXchange

Document Management for Contractors

Information on the ContractorXchange Evaluation & Requirements

ContractorXchange Evaluation

Approval Criteria needed for ContractorXchange

ContractorXchange Assessment Requirements

Account Settings/User Management/Payment Options

Account Basics

For Hiring Clients

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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