How to Invite Subcontractors: A Step-by-Step Video Guide

Modified on Wed, 28 Feb at 11:58 AM

Expand your collaborative network and streamline document management by inviting subcontractors to join you on the Contracts Connected platform. This video guide walks you through the simple process of extending invitations to subcontractors, ensuring they can easily join and collaborate within the platform.




Video Overview:


Learn the efficient way to invite subcontractors to the platform, from accessing the invitation section to filling in the necessary details and choosing whether to pre-fill company information. Our tutorial is designed to make the invitation process as quick and seamless as possible, enhancing your project management capabilities.


Invitation Process Explained:


  • Accessing the Invitation Section: Navigate to the 'Companies' section on the left-hand side of your dashboard to begin the invitation process.
  • Inviting a New Company: If the subcontractor is not already listed, click on 'Action', then 'Invite Company', and enter the subcontractor's email and name.
  • Sending the Invitation: Decide whether to pre-fill company information for the subcontractor. If you choose to send immediately, select 'No' to expedite the invitation, or select 'Yes' to enter additional details like their website, tax ID, or DBA.
  • Completing the Invitation: Once you've entered the necessary information (or chosen not to), send the invite. The subcontractor will receive an email prompt to set up their account on the platform.


Benefits of Inviting Subcontractors:


Inviting subcontractors to the platform has several advantages:


  • Enhanced Collaboration: Streamlines communication and project management by centralizing interactions within the platform, moving away from disjointed email communication.
  • Simplified Management: Once subcontractors set up their account, they move from the 'Invites' section to 'Companies', where you can manage all collaboration efforts more efficiently.
  • Increased Efficiency: Improves project timelines and outcomes by ensuring all subcontractors have direct access to necessary documents, contracts, and communication channels on a single platform.


Conclusion:


Inviting subcontractors to the Contracts Connected platform is a critical step in enhancing your project management and collaboration efforts. By following the steps outlined in this video, you can ensure a smooth transition for your subcontractors from external collaborators to integrated platform users, fostering better communication, efficiency, and overall project success.


Watch the video now to learn how to invite subcontractors effectively, and take your project management to the next level.

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