When you create or import Requirements, they will appear under the "Draft" status. Once you are ready to begin the document collection process, Buildr makes it simple for you to request your requirements in bulk.
How to Request Requirements In Bulk
To start, navigate to the Requirements tab and select the Draft tab. Click Request Requirements.
Next, review the list of trade partners that have requirements assigned to them under the Draft status.
Optionally, you can click a company to view their list of Requirements and exclude specific requirements.
Lastly, add a message to your subcontractors, attach relevant documents and template(s), then click Send to request your Requirements.
Once the Requirement request is sent, your trade partners will receive an email with a link to their unique Submission Portal. They will receive an email reminder every Monday until all their requirements are submitted.
If you are not ready to request requirements from your trade partners and want to stop the automated reminders, change the Requirement status from Requested back to Draft.
How to Request Requirements Individually
To request requirements individually, click on one of the trade partners in the Requirements tab.
Next, click Request Requirements to request all assigned Requirements.
If you would like to omit a requirement, deselect the requirement you wish you skip. Click Next to continue.
Lastly, add a message to your subcontractors, attach relevant documents and template(s), then click Send to request your Requirements.
