Your contractors get exactly two kinds of email from us, both on your behalf. It's worth knowing what they are, because you'll be asked.
1. A document request
Sent when you click Request Documents. Says who's asking, includes whatever you wrote in the message, and carries one button that opens their upload page.
The link is good for 14 days. No account, no password, nothing to install.
2. An expiration reminder
Sent automatically when something of theirs is coming due, on the same 90/60/30/7 schedule your own team is alerted on. Tells them what's expiring and when, and — where there's an open request on their record — carries a link to upload the replacement.
This is the email that does the chasing for you. Needs a Starter plan or above.
What they never get
- The weekly summary. That names every contractor with a problem and stays inside your organization.
- Marketing from us. We don't email your contractors about our product.
- Anything about your other contractors, your plan, or your account.
Careful
"Is this legitimate?"
You will get asked, and it's a fair question — an unexpected email asking someone to upload their insurance is exactly what a phishing attempt looks like.
The email names your company, and the page it opens does too. Point them at You got a link asking for documents, which is written for them. Mentioning the request in your own words first — a text, a call on site — removes the question entirely.