Nov 2026: Contractor Portal - Making policies and documents mandatory for contractors

What it is and why it matters

Policies and documents used within Contractor Portal can now be made mandatory.

When a policy or document is marked as mandatory, its selection is enforced as part of the contractor invitation workflow. This helps property and facilities teams apply required onboarding and compliance information more consistently.

When to use this

Use the mandatory setting for policies or documents that must form part of your contractor onboarding process, such as:

• Important site policies.
• Required compliance information.
• Documents contractors are expected to receive as part of onboarding.
• Site-specific requirements that should not be accidentally omitted during an invitation.

How it works (high-level)

• Configure the relevant policy or document as mandatory.
• When inviting a contractor, the invitation workflow checks the mandatory requirements.
• Required policies or documents must be selected as part of the invitation process.
• This prevents mandatory content from being unintentionally left out when a contractor is invited

Best practice tips

• Only mark content as mandatory when it is genuinely required.
• Review mandatory policies and documents regularly to make sure they remain current.
• Avoid making unnecessary content mandatory, as this can make contractor onboarding harder to manage.
• Keep policy and document names clear so administrators understand what they are selecting during the invitation process.