ContractorXchange allows you to upload and maintain documents required by your hiring clients.
Select Documents from the left-hand menu.
Review your document summary.
Locate your hiring client and click the down arrow to expand its profiles.
Select the appropriate profile to view its document requirements.
Understanding Your Document Dashboard
Connected Profiles: Number of profiles associated with your account.
Total Documents Uploaded: Documents you have submitted.
Pending Documents: Documents awaiting verification.
Not Submitted: Documents still requiring submission.
Overall Completion: Progress toward meeting document requirements.
Submit Outstanding Documents
Select the document requirement you wish to complete.
Click View Info to review the requirements.
Click Upload Document.
Select the appropriate file and provide any required details.
Submit the document for review.
You can also select View Details to review previously uploaded documents.
Document Status Indicators
Green: Document submitted.
Yellow: Document requires attention.
Blue: Pending verification.
Review all outstanding documents and ensure the required information is submitted.
Tip: Some documents must be updated regularly, such as WCB clearance letters, premium rate statements, and insurance certificates.