# ContractorXchange Help Centre

> Advise and Answers From Our ContractorXchange Team

## Getting Started: For Contractors

- [Create a ContractorXchange account.](https://help.contractorxchange.com/en/articles/10508530-create-a-contractorxchange-account.md): Learn how to create a ContractorXchange account and choose a payment method.
- [Get Started Guide for Contractors](https://help.contractorxchange.com/en/articles/11697788-get-started-guide-for-contractors.md): How to complete your ContractorXchange account.
- [Data and Document Requirements](https://help.contractorxchange.com/en/articles/10508510-data-and-document-requirements.md): Learn which documents and questionnaire details are required to complete your account and maintain your status.
- [Completing the Contractor Questionnaire](https://help.contractorxchange.com/en/articles/11713913-completing-the-contractor-questionnaire.md): Step-by-step instructions for completing the ContractorXchange questionnaire.
- [How to Submit Required Documents](https://help.contractorxchange.com/en/articles/11730238-how-to-submit-required-documents.md): Learn how to upload mandatory and client-specific documents for approval.
- [Benefits of your ContractorXchange membership](https://help.contractorxchange.com/en/articles/10508520-benefits-of-your-contractorxchange-membership.md)
- [Manage your contractors for no additional cost!](https://help.contractorxchange.com/en/articles/13753988-manage-your-contractors-for-no-additional-cost.md): Use the My Contractors section to manage, prequalify, and track your contractors for free — all within your ContractorXchange account.

## My Clients section: Providing Data for your Client

- [How do I connect with a Client?](https://help.contractorxchange.com/en/articles/10508549-how-do-i-connect-with-a-client.md): Learn how to connect with clients in ContractorXchange and set data-sharing permissions.
- [Where can I see my Clients?](https://help.contractorxchange.com/en/articles/10508555-where-can-i-see-my-clients.md): Learn how to view, manage, and remove your client connections in ContractorXchange, plus tips for growing your network.
- [How do I turn on the My Clients section](https://help.contractorxchange.com/en/articles/11465461-how-do-i-turn-on-the-my-clients-section.md): This article explains how to ensure a subscriber is able to view their data, status and client connections.
- [What is the 'My Clients' section?](https://help.contractorxchange.com/en/articles/11750220-what-is-the-my-clients-section.md): View your company’s data in ‘My Clients’—track documents, questionnaires, clients & your assessment.

## Questionnaire Resources for Contractors

- [Understanding Your ContractorXchange Questionnaire](https://help.contractorxchange.com/en/articles/10508607-understanding-your-contractorxchange-questionnaire.md): Overview of your ContractorXchange Questionnaire, from core content to client customizations and completion tips.
- [How to answer questions that don't apply to my company.](https://help.contractorxchange.com/en/articles/10508600-how-to-answer-questions-that-don-t-apply-to-my-company.md): Not all questions apply to your business? Learn how to answer with N/A, complete required fields, and know when to contact your client.
- [How do I view outstanding questions?](https://help.contractorxchange.com/en/articles/10508605-how-do-i-view-outstanding-questions.md): Quickly view and answer outstanding questions to complete your questionnaire and stay approved on ContractorXchange.
- [I do not have HSE Performance statistics from the previous three years, how do I answer that question?](https://help.contractorxchange.com/en/articles/10508621-i-do-not-have-hse-performance-statistics-from-the-previous-three-years-how-do-i-answer-that-question.md)

## Document Management for Contractors

- [I have WCB document requirements for locations that we do not operate in, can these be removed?](https://help.contractorxchange.com/en/articles/10508630-i-have-wcb-document-requirements-for-locations-that-we-do-not-operate-in-can-these-be-removed.md): Understand WCB/WSIB/EMR document requirements, how locations affect submissions, and what to do if coverage was not active.
- [How do I upload documents?](https://help.contractorxchange.com/en/articles/10508637-how-do-i-upload-documents.md)
- [My document shows as 'Pending', what does that mean?](https://help.contractorxchange.com/en/articles/10509306-my-document-shows-as-pending-what-does-that-mean.md): Learn what Pending means, how documents are reviewed, and what happens after verification.
- [What is required on a Clearance Letter?](https://help.contractorxchange.com/en/articles/10509377-what-is-required-on-a-clearance-letter.md): How to submit a WCB / WSIB Clearance Letter and ensure it meets requirements.
- [What documents are required?](https://help.contractorxchange.com/en/articles/11635484-what-documents-are-required.md)
- [What is the Health & Safety Audit Certificate?](https://help.contractorxchange.com/en/articles/11635519-what-is-the-health-safety-audit-certificate.md)
- [ContractorXchange Insurance Certificate Requirements](https://help.contractorxchange.com/en/articles/11750665-contractorxchange-insurance-certificate-requirements.md): What Is Required for Commercial General Liability \(CGL\) Insurance?

## ContractorXchange Evaluation

- [Section 2.1 OHS Management System \(OHSMS\) Certification](https://help.contractorxchange.com/en/articles/10509384-section-2-1-ohs-management-system-ohsms-certification.md): Description of the Health & Safety Audit Certificate & how it affects Section 2.1 OHS Management System Certification of the Evaluation.
- [ContractorXchange Evaluation Criteria & Scoring System](https://help.contractorxchange.com/en/articles/11481665-contractorxchange-evaluation-criteria-scoring-system.md)

## ContractorXchange Assessment Requirements

- [ContractorXchange Assessment Statuses](https://help.contractorxchange.com/en/articles/11472858-contractorxchange-assessment-statuses.md): This article defines each Assessment status.

## Account Basics

- [Difference between My Contractors and My Clients section on Home Page](https://help.contractorxchange.com/en/articles/10509394-difference-between-my-contractors-and-my-clients-section-on-home-page.md)
- [Where do I access the Membership Certificate?](https://help.contractorxchange.com/en/articles/10509397-where-do-i-access-the-membership-certificate.md): Download your official ContractorXchange certificate of membership.
- [Payment Options](https://help.contractorxchange.com/en/articles/10509400-payment-options.md)
- [How do I add new users to my account?](https://help.contractorxchange.com/en/articles/10509404-how-do-i-add-new-users-to-my-account.md): Learn how to add and manage your account users.
- [What is required to change our account company name?](https://help.contractorxchange.com/en/articles/10509411-what-is-required-to-change-our-account-company-name.md)
- [Forgot Password](https://help.contractorxchange.com/en/articles/10509416-forgot-password.md)
- [How do I view my Invoice?](https://help.contractorxchange.com/en/articles/10509417-how-do-i-view-my-invoice.md)
- [Two Step Verification](https://help.contractorxchange.com/en/articles/10509418-two-step-verification.md)
- [Forgot User Name](https://help.contractorxchange.com/en/articles/11612881-forgot-user-name.md)
- [How to change a company account name.](https://help.contractorxchange.com/en/articles/11708887-how-to-change-a-company-account-name.md)

## My Contractors section: Dashboard for Clients

- [How to Use the ‘My Contractors’ section](https://help.contractorxchange.com/en/articles/11437290-how-to-use-the-my-contractors-section.md): This article will help you understand the content within the My Contractors section on the Home Dashboard.
- [How do I connect with a contractor?](https://help.contractorxchange.com/en/articles/10508564-how-do-i-connect-with-a-contractor.md)
- [What is the 'My Contractors' section?](https://help.contractorxchange.com/en/articles/11749851-what-is-the-my-contractors-section.md): The 'My Contractors' section is the client's dashboard for viewing and managing their contractors.
- [How to Enable the My Contractors section](https://help.contractorxchange.com/en/articles/11464711-how-to-enable-the-my-contractors-section.md): This article will enable you to view and manage your contractors as a hiring client on ContractorXchange.