> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/interfacing-help-files-fr/administration-and-configuration/configuring-application-settings/contractor-application-settings/contractor-types-and-documents.md).
# Contractor Types & Documents
Define contractor types, assign reviewers, and link associated documents.
## Overview
The **Contractor Types & Documents** module provides tools to manage contractor classifications and their associated requirements. It allows you to:
* **Define & Manage Contractor Types**
* Create and maintain categories for different types of contractors based on business needs.
* **Define & Manage Required Documents**
* Configure the compliance and onboarding documents required for each contractor type.
* **Assign Reviewers**
* Designate reviewers responsible for validating and approving requests per contractor type.
***
## How Settings Are Applied
Contractor types created in this module appear in the **Contractor Type** dropdown of the [**New Contractor**](/interfacing-help-files/interfacing-help-files-fr/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/create-new-contractor-request.md) form.
{% hint style="warning" %}
When a contractor type is selected:
* Associated documents automatically populate the [**Required Documents**](https://interfacing.gitbook.io/interfacing-help-files/~/changes/552/supplier-and-asset-management-suggested/contractor-application/navigating-the-contractor-management-workflow/create-new-contractor-request#manage-required-documents) grid.
* Users can add to or remove these documents as needed.
* Upon submission, the request is routed to the assigned reviewer.
{% endhint %}
***
## Configuring Contractor Types & Reviewers
Use this section to create and manage contractor types and their assigned reviewers.
{% stepper %}
{% step %}
### Defining Contractor Types
Click **Add** to create a new contractor type and assign its reviewer.
Add Contractor Type
The **Add Contractor Type** form allows you to define new contractor types and assign appropriate reviewers.
***
{% hint style="danger" %}
Ensure all required fields (highlighted in **yellow**) are completed before saving.
{% endhint %}
1. **Define Details**
Complete the relevant fields to configure the contractor type.
* **Contractor Type:** Enter a descriptive name for the contractor type.
{% hint style="info" %}
If needed, provide translations in the supported languages:
* **English (default)**
* **French**
* **Arabic**
* **German**
{% endhint %}
* **Reviewer:** Select the party responsible for reviewing the contractor type.
{% hint style="info" %}
The **Reviewer** dropdown dynamically loads active users, roles, and groups in the system. These entities are managed in **Library** > **Organization**.
{% endhint %}
***
2. **Save Changes**
When ready to save, choose one of the following options:
* **Save and Return:** Click to save the contractor type and return to the main form.
* **Save and New:** Click to save the contractor type and open a new form to create another.
***
{% endstep %}
{% step %}
### Managing Contractor Types
Once a contractor type is defined, the following actions are available:
* **Edit:** Modify an existing contractor type either **inline** or using a **modal form**.
* **Inline Editing:**
* Update the **Active** status by checking or unchecking the box in the **Active** column.
Only active contractor types appear in the Contractor Type dropdown.
* Reassign the reviewer by clicking the **Reviewer** cell and selecting a new party.
* **Modal Editing:**
* Click the **Edit** (:pencil:) icon or double-click the entry to open the editing form.
* **Delete** (:trash-can:): Click to remove a category.
{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** (:arrow-rotate-left:).
{% endhint %}
***
{% endstep %}
{% endstepper %}
***
## Configuring Required Documents
Use this section to create and manage required documents.
{% stepper %}
{% step %}
### Defining Document Types
Click **Add** to create a new document type. A new row will appear in the grid.
* **Active:** Select to make the option visible in the **Document(s)** dropdown. Leave unselected to hide it.
* **Document:** Enter a descriptive name for the document.
{% hint style="info" %}
If needed, provide translations in the supported languages:
* **English (default)**
* **French**
* **Arabic**
* **German**
{% endhint %}
***
{% endstep %}
{% step %}
### Managing Document Types
Once a document type is defined, the following actions are available:
* **Edit:** Click directly in a grid cell to modify its contents.
* **Delete** (:trash-can:): Click to remove a document type.
{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** (:arrow-rotate-left:).
{% endhint %}
***
{% endstep %}
{% step %}
### Saving & Discarding Changes
After making changes, choose one of the following:
* [**Save Changes**](#user-content-fn-1)[^1]**:** Click to apply modifications.
* **Discard Changes:** Click to revert any unsaved modifications.
***
{% endstep %}
{% endstepper %}
***
## Assigning Documents to Contractor Types
Use this section to link documents to contractor types.
{% stepper %}
{% step %}
### Choose Contractor Type & Documents
Use the dropdowns to select the contractor type and associated document(s).
***
{% endstep %}
{% step %}
### Save Assignment
Click **Save Document Assignment** to link the documents to the selected contractor type.
{% hint style="info" %}
Assigned documents appear in the summary grid, showing all document requirements per contractor type.
* To update, reselect the contractor type and add or remove documents as needed.
{% endhint %}
***
{% endstep %}
{% endstepper %}
***
## See Also
Cover image
How to Export, Import, or Generate Templates
Export data, import files, or generate templates from the grid menu, as applicable.
[^1]: You can also **click outside the grid** to save your changes instantly.
---
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