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Understanding How Documents Work in One Click Contractor

Understand document classification, how they're typically seen and set up & how to organize it for your organization. 

Article Introduction

One Click Contractor allows organizations to upload and configure documents that support their business workflows. These documents can be coded, organized, and configured to match the specific needs of your company.

Understanding the type of documents and upload & configuration options helps ensure the correct materials appear when building estimates and sending documents to customers.

✳️ Types of Documents You Can Upload

Organizations can upload different types of documents, most commonly in PDF format.

These documents may include:

  • Contracts

  • Notices or disclosure forms

  • Visual aids for field representatives

  • Customer-facing documentation

  • Internal job forms

The platform supports a wide range of document types depending on the needs of the business.

✳️ Documents That Require Coding

  • Some documents require specific coding or form configuration in order to function correctly.

  • When coding is required, the platform only supports very specific codes and PDF form fields.

  • These documents are typically prepared during the onboarding process, but they can also be configured later.

⚠️ Important: Documents that require coding must always be uploaded and configured in the Administration Dashboard.

✳️ Organization-Wide Document Availability

Documents uploaded and configured in the Administration Dashboard are available across the entire organization.

For example:

  • If a document is configured as a Job Resource, every user in the organization can access it when working on jobs.

  • If a document is added to Proposal or Agreement layouts, it will automatically appear in every proposal or agreement generated by the team.

 

✳️ Documents Uploaded Inside the Estimator

Some documents can be uploaded directly inside the Estimator.

These documents apply only to that specific estimate and are not saved to the organization's central document library.

⚠️ Important: If a coded document is uploaded directly inside the Estimator, it will not function correctly. Coded documents must always be uploaded and configured in the Administration Dashboard.

 

Additional Note: Presentations are also a form of document within the platform, but they are managed through a separate section and are covered in a different Knowledge Base article.