What it is and why it helps
Transfer an eligible submitted attachment into ongoing compliance tracking to follow its expiration after prequalification.
How to use it
- Open the submitted application and find an eligible attachment.
- Choose its tracking action.
- Select document type and an existing company, or use the offered creation option.
- Enter and review expiration when required, then confirm.
- Open the subcontractor record to inspect its current document.
Eligible files
Submission and an available nonsensitive file are required. A previously transferred file returns its existing tracking record instead of another transfer.
The file is copied into compliance storage and becomes a document version. The original remains with the application.
Plan and expiration
Current trial or active paid compliance access is required. Creating a company uses roster capacity; choosing an existing nonarchived company avoids another contact.
The reviewer supplies expiration information. Transfer does not prove coverage was checked or the application approved.