The Documents screen in the sidebar lists every file you hold across every contractor. Use it when you know what the document is but not who it belongs to.
Filtering
- By type — certificates, W-9s, license documents, or the general categories.
- By status — valid, expiring, expired.
- By contractor — everything on one company.
Clear filters resets the lot when a combination has narrowed you down to nothing.
Three questions, three screens
This screen is worth using for the right question. Reaching for the wrong one is the most common way to waste time here:
| Question | Screen |
|---|---|
| Where is that file? | Documents |
| What needs chasing? | Action Queue |
| Who do we work with? | Contractors |
Two things it's especially good for
Year-end W-9 collection. Filter by W-9 and you have your missing list in one look.
Audit requests. "Everything you hold on this contractor" is one filter and an export away, rather than a walk through seven tabs.