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Global Documents

Upload the Certificate Once. It Counts Everywhere.

A public liability certificate does not change depending on who is asking for it. A Global Document is approved once, by ComplyFlow, and accepted by every Client that opted in, with one status that is the same everywhere.

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  • Contractor Admins
  • Procurement
  • Insurance & Legal
  • Facilities
Approved once. One status. Shared only where a Client has asked.

What a Global Document Is.

A Global Document is a contractor document, such as a public liability certificate or a Worker qualification, that ComplyFlow approves once centrally. Every Client that has opted in accepts it without a fresh upload or a fresh review, and it carries one status across all of them.

  • One upload, one review, one status. Approved, pending review, or expired is the same word at every Client, rather than five records drifting apart.
  • Approved by ComplyFlow, not by whoever asked first. Global Documents are managed by ComplyFlow staff and designated Global Approvers, so the standard is the same each time.
  • Shared only where a Client has asked for it. A Global Document reaches a new Client only if the contractor has been assigned to that Client by an admin and that Client requests that document.
  • Company documents and Worker documents both. Insurances on the company side, tickets and qualifications on the Worker side.

What It Covers

How a Global Document Actually Behaves.

Everything below is in the product today and documented in the Help Centre.

What Can Be Global

Approval & Status

Sharing & Consent

Every item links to the Help Centre article that documents it.

How It Works

Three Screens, One Certificate.

Follow one public liability certificate from upload to five Clients.

Upload It Once, Where You Already Work.

The contractor uploads the certificate on their own account, with its expiry date, against the requirement that asked for it. Nothing about the upload is different because it will become global; the difference is what happens after.

  • One account, every Client on it
  • Expiry captured at upload
  • Bulk upload works the same way

Document Types

ComplyFlow Approves It, Not Five Separate Reviewers.

ComplyFlow staff and designated Global Approvers review the document against one standard. That is the whole reason a Client can accept it without looking: the review already happened, and it happened the same way it happens for everyone else.

  • One review, one standard
  • One stated reason if it is rejected
  • Superseded copies stay in the history

Approving or Transferring Documents

It Appears Where It Was Asked For, and Nowhere Else.

When the contractor is assigned to a Client and that Client asks for public liability, the approved certificate is already there. If the Client never asks, it is never shared. When the certificate expires, every Client sees it expire on the same day.

  • Assignment, then a request, then the share
  • One status at every Client
  • Expiry lands everywhere at once

Sharing Workers With New Clients

What You Get

What Global Documents Change, in Plain Words.

The contractor stops doing the same job five times, and the Client stops reviewing a document somebody else already reviewed.

One Certificate, Not Five Copies

The same insurance uploaded to five Clients is five records that drift apart the moment one is renewed. A Global Document is one record.

One Standard, Applied Once

ComplyFlow and its Global Approvers review it against the same criteria every time, which is what makes it safe for a Client to accept without re-reviewing.

Expiry Cannot Hide in One Account

A certificate that lapsed in April does not sit quietly approved at your fourth Client until October. It turns everywhere on the day.

Nothing Is Shared Without a Request

Assignment by an admin and a request from that Client are both required. Your insurance is not in a directory somebody can browse.

Fewer Reviews on the Client Side

Your team stops opening the same public liability certificate that four other businesses have already opened this quarter.

Contractors Keep It Current

A process that costs a contractor one upload instead of five is a process they actually maintain, which is the only reason the record stays true.

Questions

Questions About Global Documents.

Who approves a Global Document?

ComplyFlow staff and designated Global Approvers, centrally. That is deliberate: the whole value of a Global Document is that one review to one standard stands in for the review each Client would otherwise do separately.

Can a Client see my documents before they have engaged me?

No. A Global Document reaches a Client only when two things are both true: the contractor has been assigned to that Client by an admin, and that Client has requested that kind of document. There is no browsable directory of contractor documents.

What happens when the certificate expires?

It expires at every Client at once, on the same day. You are reminded before it lapses, and once you upload the renewal and it is approved the status turns back everywhere. This is the opposite of the usual failure, where a lapsed certificate stays quietly approved in the account nobody checked.

Which documents can be global?

Both company documents, such as insurances, and Worker documents, such as tickets and qualifications. Documents that are only meaningful to one Client stay local by design, because making them global would be a false claim about what they cover.

Can a Client refuse a Global Document and ask for its own copy?

Yes. A Client opts in to accepting Global Documents. Where a Client has a requirement that its own reviewer must sign off, that document is configured as a local requirement instead.

Does this cost extra?

No. Global Documents are part of how contractor accounts work. A Worker licence is AU$35 a year* and is valid with every Client on ComplyFlow, not per Client.

More Features

Three More Things ComplyFlow Does That Nobody Asks About in a Demo.

All WHS features

See a Certificate Approved Once and Land at Five Clients.

A 30-minute demo on your own set-up: which of your requirements are worth making global, what your contractors stop doing, and what your reviewers stop opening.

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