TradeTapp for General Contractors Fundamentals Learning Path

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Learning Path Courses:

Account Settings in TradeTapp
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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
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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
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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
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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
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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
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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
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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