Compliance & Document Management

Complete Document
Compliance Control

Centralise all supplier compliance documents. Track insurance certificates, policies, and certifications with automatic expiry alerts, approval workflows, and complete audit trails.

Request a Demo Document Types
0
Valid Documents
0
Expiring Soon
0
Pending Review
0
Expired
0%
Compliance Rate

Document Types

Track all supplier compliance documentation in one centralised repository with intelligent categorisation

Required

Insurance Certificates

  • Employers' Liability (EL)
  • Public Liability (PL)
  • Professional Indemnity (PI)
  • Product Liability
Tracked

Certifications

  • ISO 9001 (Quality)
  • ISO 14001 (Environmental)
  • ISO 27001 (InfoSec)
  • Cyber Essentials
Annual

Policies

  • Anti-Bribery Policy
  • Modern Slavery Statement
  • H&S Policy
  • Environmental Policy
Project

H&S Documents

  • RAMS (Risk Assessments)
  • Method Statements
  • COSHH Assessments
  • Training Records
Verified

Accreditations

  • CHAS
  • SafeContractor
  • Constructionline
  • CSCS Cards
Custom

Other Documents

  • Carbon Reduction Plans
  • Data Processing Agreements
  • Insurance Schedules
  • Company Registration

Insurance Coverage Validation

Ensure suppliers maintain adequate insurance coverage with automatic validation and alerts

Coverage Requirements by Category

System automatically validates coverage amounts against your configured requirements

Insurance Type Minimum Cover Applies To Status Check
Employers' Liability
£10,000,000 All employers (legal minimum) Auto-validated
Public Liability
Configurable On-site contractors Per category
Professional Indemnity
Configurable Professional services Per category

Multi-Stage Expiry Alerts

Never be caught off-guard by expired documents. Our multi-stage alert system notifies relevant parties well in advance, with automatic escalation for critical items.

90
Initial Notification

Alert sent to Procurement team with document details

60
Follow-up Reminder

Reminder sent + Supplier contact request initiated

30
Escalation Warning

Manager escalation + Work restriction warning issued

0
Document Expired

Work orders blocked until renewal submitted

Supplier Portal Notifications

Suppliers with portal access receive automatic notifications with direct links to upload renewals:

Email notification with document details
Direct link to portal upload page
Clear deadline visibility
Reminder escalation if no action

Take Control of Compliance

Eliminate compliance gaps, reduce risk, and ensure you're always audit-ready with our automated document management system.

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