With Buildern, you can easily upload and store all your important documents in one convenient location. No more searching through piles of paperwork or digging through files - everything you need is at your fingertips.
Access the License & Insurance Settings
To upload your licenses and insurance documents:
Log in to your Buildern account.
Click the Settings (gear) icon.
Select Licenses & Insurance.
Upload Documents
To add new documents:
Click Upload Files or drag and drop files into the upload area.
Select the relevant license or insurance documents from your computer.
Wait for the upload to complete.
Set Expiration Dates
After your files have been uploaded:
Assign an expiration date to each document.
Repeat this step for every uploaded file.
Setting expiration dates helps you keep track of document validity and ensures important records remain up to date.
Save Your Changes
Once you've reviewed the uploaded documents and their expiration dates:
Verify that all information is correct.
Click Save Changes.
Best Practices for Construction Document Management
1. Version Control for Critical Documents
Use Case: Maintain version control for crucial documents such as licenses and insurance policies. Whenever there's an update or renewal, upload the new document version and clearly label it with the date.
This ensures that the latest and valid version is readily available, minimizing the risk of using outdated or expired documents.
2. Historical Documentation Archives
Use Case: Establish an archival system within Buildern for historical documentation. Use this feature at the project level to move completed files, licenses, permits, and insurance records to an archive folder.
This practice keeps your project space clutter-free while preserving important historical records for future reference or legal requirements.
3. Vendor and Supplier Document Collaboration
Use Case: Collaborate with vendors and suppliers by sharing necessary documents through Buildern.
For instance, when renewing contracts with a preferred supplier, share insurance and licensing documents directly through the platform. This ensures that all parties involved have access to up-to-date information and have everything in one place.