Adding/Updating
Files in Company
1. Click on FILES (1)
2. To add a file, Click on UPLOAD
3. To Edit, Click on ACTIONS
File
Type | When
to
use |
Perm
Fee
Agreement | Used
when doing client
contracting and
related
documents. |
Consulting:
PSA | Used
when we have a
fully executed
staffing
Professional
Services
Agreement |
Consulting:
SOW | Used
when we have a
fully executed
staffing Statement
of
Work |
Cons:
PSA
Amend | Used
when there is an
amendment to a
fully executed
staffing
Professional
Services
Agreement. |
Vendor:
VSA | Used
when we have a
fully executed
Vendor Staffing
Agreement |
Vendor:
VSA
Amend | Used
when there is an
amendment to a
fully executed
Vendor Staffing
Agreement |
Vendor:
Exhibit
A | Used
when we have a
fully executed
vendor exhibit
A |
Vendor:
W9 | Used
when we create a
new
vendor. |
Vendor:
COI | Used
when we create or
maintain a vendor
record. Uploaded
several times
during
engagement. |
Vendor:
ACH
Form | Used
when we implement
payment a method
for a
vendor. |
Operations:
COBF | Used
for client
onboarding. |
Other | Used
as catch all for
other documents.
NDA, parking
instructions, B/G
Requirements,
etc. |