Access the Submit Documents Page
Click Documents in the left-hand menu, or click the Document Status widget on the Home dashboard.
You will be directed to the Submit Documents page:
Displays the Overall Completeness percentage
Click to access ContractorXchange and/or client document requirement list.
The ContractorXchange list of documents must be complete in order to maintain an approved Assessment status.
Submit ContractorXchange (CX) Required Documents
WCB/ EMR Premium Rate Statements (past 3 years + current year, per location)
Locations chosen for the account will determine WCB/ EMR requirements
Current WC Clearance Letter (per location)
Certificate of Incorporation
General Liability Insurance ($2M per occurrence)
Automotive Liability Insurance ($2M per occurrence)
Health and Safety Manual
Health and Safety Audit Certificate (if applicable)
Health and Safety Audit Certificate - Letter of Intent (if applicable)
Click 'View Info' for details on each document’s requirements.
The ContractorXchange document requirements are viewable and part of a Contractor Status view with the client.
Submit Client-Specific Documents
Clients may request additional documents beyond what CX requires.
Once you’re connected to a client - if they have additional document requirements - their name will appear on the Submit Documents page.
Click the client’s name to view their requirements.
Upload documents.
Maintain Compliance
Keep all 'Required for Approval' documents current.
If a document expires, it will be removed by the system and will show as an Outstanding Document.
ContractorXchange Assessment Status will change to Insufficient.
Approval status may change with your client(s)