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TradeTapp for General Contractors Fundamentals Learning Path

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Learning Path Courses:

Account Settings in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
Understanding and adjusting permission levels in TradeTapp
Adjust notification preferences
Add a “Public Link to Qualify in TradeTapp” to your company’s website

Approximate Duration: 10 minutes
Qualification Invitations in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
Invite vendors to qualify in TradeTapp

Approximate Duration: 5 minutes
Qualification Questionnaires in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
Create a new questionnaire version for vendors

Approximate Duration: 5 minutes
Vendor Profiles in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
How to quickly review updates made to a vendor’s submission

Approximate Duration: 5 minutes
Financials in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
Input a vendor’s financial information
Manually upload a financial document for vendors

Approximate Duration: 5 minutes
Project Approvals in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
Request Project Approval
Project Approval Status Types

Approximate Duration: 5 minutes
Account Access in TradeTapp

The material presented in this course helps you gain an understanding of the following topics:
Create an account in TradeTapp from a coworker invitation
Add a coworker to your TradeTapp account

Approximate Duration: 5 minutes