📋 Requirements
Before you begin, make sure:
The subcontractor/vendor is already added to your account
👉 Learn more about How to Add a New Subcontractor or Vendor
Add License & Insurance Documents
Once you're in the Sub/Vendors section:
Locate the subcontractor/vendor you want to update
Click the ⋯ (three dots) next to their name
Select Edit
From the left-side menu, click License and insurance
This will open a dedicated page where you can manage all compliance documents.Buildern provides separate sections for different document types:
General Liability
Worker’s Compensation
Other
To upload files:
Click Select files or drag and drop documents into the upload area
Choose files from your computer
Set the Expiration date if needed
💡 Tip - Set expiration dates for insurance documents to keep track of renewals and avoid working with expired coverage.
You can upload:
Insurance certificates
Business licenses
Any additional compliance documents
💡 Tip - Use the Other section for documents that don’t fit standard categories.
Manage Uploaded Documents
Once uploaded, you can:
View documents directly in the profile
Replace outdated files
Add additional documents at any time
ℹ️ Note - Documents uploaded in this section are stored per subcontractor/vendor and can be accessed across all projects where they are used.
We’ll be sharing more tips, features, and step-by-step Buildern guides in the next articles.
Happy building!