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 by unchecking the box:
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 all receive an email with a link to their unique Submission Portal. Trade partners will receive an email reminder every Monday until all of their requirements are submitted. To stop automated reminders, change the Requirement status from Requested to Draft.
How to Request Requirements Individually
To start, click on one of the trade partners in the Requirements tab:
Click Request Requirements to request all assigned Requirements:
If you would like to omit a requirement, uncheck the box next to 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:
