Oil & gas: requirement sets, review and renewals

Maintain your requirement sets

Create a reusable requirement set for each document collection workflow. Add required or optional uploads and instructions, then publish it. Existing contractors keep their assigned version; publishing does not silently update their requirements.

For an individual contractor, adjust their assigned requirements without changing the requirement set used by others.

Collect structured answers

1. 1Choose an Information form requirement in your requirement set.
2. 2Design questions for contractor services, field locations and safety contacts, marking necessary answers as required.
3. 3Save and publish. The recipient completes the form in the client portal.
4. 4Review the structured answers and privately stored PDF through the document review workflow.

Email intake and review

Copy the contractor's inbox address from their page and share it with them. Email attachments are saved and matched to open requirements for review; the inbox address does not grant portal access.

Check each document, then approve it or request changes with a note. A submitted document is not the same as an approved document.

Agreements signed by both sides

1. 1Add a Contract requirement for your master service agreement (MSA) and upload the PDF.
2. 2Place fields for the invited party and your company, then save and publish.
3. 3The invited party chooses Review & sign in the portal. Your team countersigns from Documents.
4. 4Both sides can download the completed PDF. If changes are requested, the invited party can review and sign again.

Renewals and inactive records

Track dated documents on Expirations and use the notification settings for upcoming or lapsed documents. Onboarding deadlines are separate from document expiry dates.

Search Contractors by name, contact, email, reference or industry. Archive inactive contractors; Include archived brings them back into view, and Restore makes them active again.