> 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/drafts/contractor-management/contractor-types-and-documents.md).

# Contractor Types & Documents

This module allows authorized users to define and manage contractor types, along with the required documents for compliance and onboarding. Relevant documents can then be assigned to each contractor type based on organizational requirements.

Selecting a type automatically adds its associated documents and routes the request to the assigned reviewer upon submission.

1. <mark style="color:orange;">**Defining Contractor Types**</mark>

To define a new contractor type, click **Add**. This opens the **Add Contractor Type** form, where you can enter the necessary details.

<details>

<summary><mark style="color:orange;"><strong>Add Contractor Type</strong></mark></summary>

The **Add Contractor Type** form allows users to define new contractor types and assign appropriate reviewers.

1. **Define Details**

Complete the relevant fields to configure the contractor type.

* <mark style="background-color:yellow;">**Contractor Type:**</mark> Enter a descriptive name for the contractor type.

{% hint style="info" %}
If needed, provide translations in the following supported languages:

* **English (default)**

* **French**

* **Arabic**

* **German**
  {% endhint %}

* <mark style="background-color:yellow;">**Reviewer:**</mark> 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 the **Organization Management (Admin)** module of the **Admin** application.
{% 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.

{% hint style="danger" %}
Ensure all required fields (highlighted in <mark style="background-color:yellow;">**yellow**</mark>) are completed before saving.
{% endhint %}

</details>

2. <mark style="color:orange;">**Managing Contractor Types**</mark>

Once a contractor type is defined, the following options are available:

* **Edit:** Choose one of the following methods to modify the contractor type:
  * **Inline Editing:**&#x20;

    * Update the **Active** status by checking or unchecking the box in the **Active** column.

    <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>Only <strong>active</strong> contractor types will appear in the <strong>Contractor Type</strong> dropdown.</p></div>

    * Reassign the reviewer by clicking the cell in the **Reviewer** column and selecting a new reviewer from the dropdown.
  * **Modal Editing:**&#x20;
    * Click the **Edit** (✏️) button or double-click an entry to open the editing form.
* **Delete** (🗑️)**:** Click the **Delete** button to remove a contractor type.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** (↩️).
{% endhint %}

***

### 2. Define & Manage Documents

1. <mark style="color:orange;">**Defining Documents**</mark>

To define a new document, click **Add**. A new row will appear in the grid for you to enter the necessary details.

* **Active:** Check this box to make the document visible in the **Document(s)** dropdown. Leave it unchecked to hide the document from selection.
* **Document:** Enter a descriptive name for the document.

{% hint style="info" %}
If needed, provide translations in the following supported languages:

* **English (default)**
* **French**
* **Arabic**
* **German**
  {% endhint %}

2. <mark style="color:orange;">**Managing Documents**</mark>

Once a document is defined, the following options are available:

* **Edit:** Click directly in a grid cell to modify its contents.
* **Delete:** Click the **Delete** (🗑️) button to remove a document.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes**. To cancel, click **Discard Changes** or **Undo** (↩️).
{% endhint %}

***

### 3. Assign Documents to Contractor Types

To assign documents to a contractor type:

* Select a contractor type from the **Contractor Type** dropdown.
* Select one or more documents from the **Document(s)** dropdown.
* Click **Save Document Assignment** to link the documents to the selected contractor type.

After saving, the assigned documents will appear in the summary grid, providing an at-a-glance view of all document requirements by contractor type.


---

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