All updates
Improvement
Compliance documents: one line per document, in plain words
The window where you choose the documents requested from your contractors has been redesigned: each document fits on one line, written as a sentence, and nothing is deleted without confirmation.
In Cleaners › Team › Compliance, the “Compliance documents” button opens the list of documents each contractor must upload. Each line can be read at a glance. Example: “Certificate of tax and social security compliance — Renew every 3 months · reminder 15 days before it ends”.
Setting up a document
- “Set up” expands one line at a time: the name, the validity period and the instruction shown to the contractor.
- The validity period is chosen in words: “Valid with no time limit” or “Renew every … months”, with a reminder a few days before it ends.
- “Reject a document that is too old when uploaded” is offered for every document. Example: a certificate dated more than 3 months ago is rejected.
- The switch on the line says “Required” or “Optional”. A required document blocks the contractor's invoicing until it is valid.
The contract
- Two ways to sign: “Written in the app” or “Uploaded PDF”.
- “Insert a variable” adds the company name, the contractor's name or today's date to the text.
- The number of signatures can be set from 1 to 6.
- “Remove the PDF” takes away the uploaded PDF, after confirmation.
Nothing is lost by mistake
- “Delete this document” asks for confirmation and says how many contractors have already uploaded it. Their files stay in their folder.
- “Restore the standard template” also asks for confirmation.
- Closing the window after a change asks “Discard what you entered?”.