◆ For Contractors & GCs

Subcontractor Document Management — Certadox

Collect, organize, and track every subcontractor's COI, W-9, and licenses in one dashboard — and stop chasing PDFs over email for every active project.

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How Certadox helps

Every subcontractor document, organized

One organized record per subcontractor

Each subcontractor gets a single record holding their certificate of insurance, W-9, business and trade licenses, and any other document you require — versioned and time-stamped.

  • COIs, W-9s, and licenses on one record
  • Versioned history you can trust
  • No more digging through job folders and inboxes

Stop chasing PDFs over email

Send subs a simple portal link and let them upload their own documents. Certadox files everything on the right record and reads the key details, so collection isn't a manual grind.

  • Self-service upload portal for subs
  • Documents filed on the right record automatically
  • Key details captured for you

Know what's missing at a glance

Define what each subcontractor must provide and Certadox shows a live status — collected, missing, or expiring — so you can close gaps before they reach the jobsite.

  • Required documents set per subcontractor
  • Missing and expiring documents surface automatically
  • A clear picture across every sub
Common questions

Frequently asked questions

What is subcontractor document management?

Subcontractor document management is the process of collecting, organizing, and keeping current every document a subcontractor must provide — certificates of insurance, W-9s, and licenses. Certadox centralizes it all on one record per sub with a live status on what's missing or expiring.

How do subcontractors submit their documents?

You can upload documents yourself or send subcontractors a simple portal link to upload their own. Certadox files everything on the right record and reads the key details automatically.

Can I see which documents are missing?

Yes. Define what each subcontractor must provide and Certadox shows a live status — collected, missing, or expiring — across all your subs so you can close gaps before work starts.

Does it keep a history of each document?

Yes. Every document is versioned and time-stamped, giving you a complete, audit-ready history for each subcontractor.

Get every sub's paperwork in one place

Start your free trial and stop chasing subcontractor documents over email for good.

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