The Lien Waiver and Insurance Portal Access Codes allow Vendors to upload insurance and signed waiver documents without having to create a Portal Registration Account.  These codes are designed only to allow vendors to access their portal to upload documents quickly.  A vendor can not electronically sign a waiver or edit insurance data using the document access codes.  If you would like them to electronically or give them the option to update insurance data, then they will need to Register a Portal Account.  Lien Waiver and Insurance Access Codes can be generated and changed if required.  Once a Code has been created, users can include the Codes in their Lien Waiver Email Templates for their subcontractors to click on and access their site to upload their compliance documents.  This section reviews how to generate and attach access codes to Email Templates.

 

 

1)       Click on a Vendor Record from the Navigation Tree or use the Master Address Book.

 

2)       Click on the Portal Button. 

3)      Click on the Generate Button next to either the Lien Waiver or Insurance Fields.  You can regenerate access code if needed. 

 

4)      If you want to copy the codes and paste them in an email, you can click on the Copy Codes Button.

5)      Once you have generated the vendor Portal Codes, you can merge the codes into any compliance email template.  Click on the Email Templates from the Administration Menu. 

6)      Select an existing Email Template or create a new one.  To add the Code(s), right-click the mouse of the part of the email you want to merge the Code.  Select <<Vendor Portal Insurance Code>> or <<Vendor Portal Lien Waiver Code>> from the list.  

 

7)      When the automated or manual Compliance Emails are sent to the vendors, the Portal Access Code for that vendor will now be in the body of the email, allowing them to paste the Code on the Portal Access Code login screen.

 

       8)      You can also create a hyperlink within the Email Template that will allow the portal user to access their Jobs Portal without having to enter an access code from the Access Code login                   screen.  Copy and paste the following hyperlinks into the email template to create an active hyperlink for your Vendor to click on.

Insurance Hyperlink:

 https://app.gl-compliance.com/VendorAccessCode/CompanyJobVendorComplianceTreeView?vendorAccessCode=<<Vendor Portal Insurance Access Code>>

Lien Waiver Hyperlink:

https://app.gl-compliance.com/VendorAccessCode/CompanyJobVendorComplianceTreeView?vendorAccessCode=<<Vendor Portal Lien Waiver Access Code>>