DocumentLane Docs
Oil & gas

Oil & gas: contractor onboarding

Set up contractors, publish requirement sets and collect documents for operators and oilfield service companies.

Your workspace terminology

Your workspace calls the businesses or people you collect documents from contractors. Reusable document checklists appear under Requirement sets. The process is called onboarding.

The upload page is still called the client portal. Invited accounts remain separate from your team's workspace accounts.

Labels follow your organization's industry, not the industry of an individual contact or checklist.

Set up your first contractor

  1. 1Confirm your organization industry in Settings.
  2. 2Open Requirement sets, create a requirement set, and add the documents your organization requires.
  3. 3Publish the requirement set before assigning it.
  4. 4Open Contractors, add a contractor, enter their contact details and assign the published requirement set.
  5. 5Set an optional onboarding deadline. Leave it empty if no deadline applies.
  6. 6Send the invitation email. It includes a code and a link; the recipient can use a private portal link or create an invited account.
  7. 7Review submitted documents in Documents and request changes when a correction is needed.

Oilfield COI checks

Oil & Gas accounts get a draft Oilfield contractor (MSA) requirement set and starter AI rules. Typical MSA defaults: General Liability $1M per occurrence / $2M aggregate with no XCU exclusion, Auto $1M, Workers' Compensation at statutory limits with Employer's Liability $1M, Umbrella $5M, pollution liability, and control of well for drilling or well servicing.

The AI flags certificates that don't name the operator as additional insured, lack waiver of subrogation or primary and non-contributory wording, exclude XCU or pollution, or give less than 30 days' notice of cancellation.

These are common defaults, not legal requirements. Adjust limits to your MSA before publishing the requirement set.

Example checklist

  • Certificate of insurance (ACORD 25) meeting your MSA limits
  • Additional insured and waiver of subrogation endorsements
  • Signed master service agreement
  • ISNetworld / Avetta / Veriforce status
  • EMR / TRIR safety letter
  • H2S and SafeLand / PEC training
  • WCB / WSIB clearance and COR (Canada)
These are examples, not a regulatory checklist. Your team decides which documents are appropriate and verifies them before approval.

Feature availability

Document collection, information forms, review and expiry tracking use the same workflow across industries, subject to your plan.

Projects, ACORD 25 certificate details and expiry tracking are on for Oil & Gas accounts.

NextOil & gas: requirement sets, review and renewals

Still stuck? Email hello@documentlane.ai.