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How do I configure required documents and document templates?
- Where to find it
- Settings → Company for company documents or Settings → Employees for employee documents
- How to check the result
- The saved document type is classified as Necessary, Optional or Hidden; added templates are available for download.
On this page
You decide which documents a company or a person has to provide on your construction site. In the settings you select the required document types – and you can provide your own templates that subcontractors download, fill in and return.
Quick answer
| Step | Description |
|---|---|
| 1 | Open Settings → Company (company documents) or Settings → Employees (employee documents) |
| 2 | Select the Documents tab, then in the Company documents or Employee documents section, click Edit and select the required document types |
| 3 | Switch to Templates and provide your own forms for download via New template |
| 4 | Click Save |
Step 1: Open the document settings
Company documents are configured under Settings → Company, employee documents under Settings → Employees. On either page, select Documents for the requirements or Templates for your own forms.
Step 2: Select the required documents
In the Company documents or Employee documents section, click Edit and select the document types that are required on the construction site. Document types that are not selected are not requested on this construction site.
For each selected document type you also define how it is submitted:
| Option | Meaning |
|---|---|
| Independently divisible by subcontractor | Subcontractors can share the document with the construction site in advance themselves, provided their role on the site allows sharing. |
| On site only | Subcontractors cannot share the document with the construction site. It is uploaded on site by the staff. |
Save your selection with Save.
Important: A document you select as required has a direct effect on site access if you have tied access to complete documents.
Step 3: Provide your own templates
On the Templates tab, in the Templates for company documents section, you provide your own forms – for example a self-declaration or site rules. Subcontractors download the template, fill it in and submit it back as a document.
Click New template and complete the dialog:
| Field | Meaning |
|---|---|
| Name (required) | Label of the template |
| Description | Explanation for the subcontractor |
| Valid from / Valid until (required) | Period in which the template applies |
| File | The template as PDF, DOC, DOCX, XLS, XLSX, PPT or PPTX |
| External link | Alternative to the file if the template is hosted elsewhere |
| Document type (required) | Document type the template belongs to |
| Language (required) | Language of the template |
When a subcontractor selects the matching document type during upload, the template appears directly in the dialog – with Download template or Open external link. If a PDF template contains a field of type Signature in the Document fields tab, the document can also be completed via Sign digitally.
Tip: Provide the same template in several languages if international subcontractors work on your site. Every company then sees the version in its preferred language.
Employee documents and minimum wage
Under Settings → Employees → Documents you select the required employee documents in the same way – identification document, permit to work or social insurance, for example. The other tabs are Minimum wage (including Grace period (days)), Groups and Templates. These provide separate areas for minimum wage requirements, employee groups and document templates. A template for the minimum wage confirmation with a signature field also offers Sign digitally in the Upload minimum wage confirmation dialog.
Need further help?
If you need further assistance with the document settings, our support team is happy to help.