Setting up and managing Recurring Docs

Recurring Docs are used to track project periodic items. For example, these can include Lien Waivers, Payment Applications, Certified Payrolls, and more.

Follow the steps below to set up and manage your organization's Project Recurring Docs:

1. Click on a project.
2. Select Recurring Docs from beneath the project name.
3. From the Recurring Docs page, Click on the blue button to bring up the Recurring Docs settings page.
4. From the settings page you can create new recurring docs items and modify existing ones. See steps below for creating and editing these items:
   1. To create a Recurring Docs item, simply click the 'ADD NEW' button and either select one of the standard options or select 'Add custom' to add your organization's own custom item. Select the internal collaborators will be managing the item and assign the external companies that will be expected to turn these items in.
      1. NOTE: When assigning companies, use the 'SELECT ALL' selection if this item will be applied to all present and future companies; otherwise manually select any company associated with the item going forward from the edit screen.
      2. Select the frequency (weekly, biweekly, and monthly) of the collection of the recurring item.
      3. Select the start date. This date is when you expect to collect the first round of this item (1st period) and going forward the following periods will automatically get created based on this date and the frequency selected.
      4. You may upload a template of this item as well.
         1. NOTE: Uploaded templates will be accessible to all assigned companies. Exercise caution to avoid sharing sensitive information across multiple entities. This is a template for all assigned companies.
   2. To edit a Recurring Docs item, simply click the blue 'EDIT' button to open the edit screen. From here you may modify the collaborators and assign new companies (if the 'SELECT ALL' option wasn't applied to the item upon creation). Make sure to save your edits by clicking the 'UPDATE' buttons to apply the changes.

If you have any questions or require further assistance feel free to contact us at [e-mail], call us at 855-948-5160, or click on the blue chat icon on the bottom right corner of this help center page to get in touch with a Kaster representative.